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Strategic Financial Concepts’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Strategic Financial Concepts’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
Q1 		$411K Buy
+8,811
New +$442K 0.1% 178
2025
Q4 		– Sell
-9,927
Closed -$490K – 131
2025
Q3 		$490K Buy
9,927
+957
+11% +$43.5K 0.07% 139
2025
Q2 		$379K Buy
8,970
+409
+5% +$15.9K 0.05% 172
2025
Q1 		$311K Buy
8,561
+180
+2% +$7.09K 0.06% 233
2024
Q4 		$324K Buy
8,381
+851
+11% +$32.7K 0.06% 230
2024
Q3 		$280K Sell
7,530
-294,407
-98% -$10.3M 0.09% 185
2024
Q2 		$10.7K Buy
301,937
+292,769
+3,193% +$9.92M 0.01% 404
2024
Q1 		$311K Buy
+9,168
New +$297K 0.08% 222

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return