Stonebridge Financial Planning Group’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Stonebridge Financial Planning Group’s Portfolio AIQ Stock Details AIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.87M	Buy	58,922 +147	+0.3%	+$8.77K	1.23%	19
2026 Q1	$2.74M	Sell	58,775 -115	-0.2%	-$5.77K	1.01%	25
2025 Q4	$3M	Buy	58,890 +1,264	+2%	+$64.2K	1.08%	22
2025 Q3	$2.85M	Sell	57,626 -172	-0.3%	-$7.83K	1.07%	23
2025 Q2	$2.53M	Buy	57,798 +221	+0.4%	+$8.58K	1.05%	27
2025 Q1	$2.09M	Sell	57,577 -219	-0.4%	-$8.63K	0.96%	33
2024 Q4	$2.23M	Buy	57,796 +622	+1%	+$23.9K	1%	29
2024 Q3	$2.13M	Buy	57,174 +4,717	+9%	+$166K	1.01%	29
2024 Q2	$1.87M	Buy	52,457 +29,612	+130%	+$1M	0.94%	31
2024 Q1	$776K	Buy	+22,845	New	+$741K	0.41%	72

Other funds holding AIQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Planning Group's AIQ Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.25% in Q2 2026, buying an estimated $8.77K and bringing the position to 58,922 shares worth $3.87M. The position accounts for 1.23% of the portfolio, ranked #19.

Stonebridge Financial Planning Group first reported a position in AIQ in Q1 2024 and has held it in 10 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Stonebridge Financial Planning Group held 58,922 shares of Global X Artificial Intelligence & Technology ETF worth $3.87M as of Q2 2026.
Stonebridge Financial Planning Group bought 147 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $8.77K.
Global X Artificial Intelligence & Technology ETF made up 1.23% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #19 holding.
Stonebridge Financial Planning Group first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 10 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.