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 Q2	$684K	Buy	10,429 +1,618	+18%	+$96.5K	0.2%	107
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	Buy	7,530 +7,230	+2,410%	+$254K	0.09%	185
2024 Q2	$10.7K	Sell	300 -8,868	-97%	-$301K	0.01%	404
2024 Q1	$311K	Buy	+9,168	New	+$297K	0.08%	222

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

Strategic Financial Concepts's AIQ Position: Q2 2026 in Review

Strategic Financial Concepts increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 18% in Q2 2026, buying an estimated $96.5K and bringing the position to 10,429 shares worth $684K. The position accounts for 0.2% of the portfolio, ranked #107.

Strategic Financial Concepts first reported a position in AIQ in Q1 2024 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Strategic Financial Concepts held 10,429 shares of Global X Artificial Intelligence & Technology ETF worth $684K as of Q2 2026.
Strategic Financial Concepts bought 1,618 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $96.5K.
Global X Artificial Intelligence & Technology ETF made up 0.2% of Strategic Financial Concepts's portfolio in Q2 2026, its #107 holding.
Strategic Financial Concepts first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2024 and has held it in 9 quarters since.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.