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Sugarloaf Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$6.07K Buy
157
+25
+19% +$961 ﹤0.01% 556
2024
Q3 		$4.91K Hold
132
– – ﹤0.01% 570
2024
Q2 		$4.7K Buy
+132
New +$4.47K ﹤0.01% 535

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

Sugarloaf Wealth Management's AIQ Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 19% in Q4 2024, buying an estimated $961 and bringing the position to 157 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Sugarloaf Wealth Management first reported a position in AIQ in Q2 2024 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold AIQ as of Q4 2024.

  • Sugarloaf Wealth Management held 157 shares of Global X Artificial Intelligence & Technology ETF worth $6.07K as of Q4 2024.
  • Sugarloaf Wealth Management bought 25 Global X Artificial Intelligence & Technology ETF shares in Q4 2024, an estimated $961.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #556 holding.
  • Sugarloaf Wealth Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q2 2024 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.