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Summit Financial Wealth Advisors’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Summit Financial Wealth Advisors’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 		$2.29M Buy
34,870
+300
+0.9% +$17.9K 0.29% 52
2026
Q1 		$1.61M Buy
34,570
+2,100
+6% +$105K 0.23% 60
2025
Q4 		$1.65M Sell
32,470
-1,900
-6% -$96.5K 0.24% 59
2025
Q3 		$1.71M Sell
34,370
-1,080
-3% -$49.1K 0.27% 52
2025
Q2 		$1.55M Buy
35,450
+3,900
+12% +$151K 0.28% 52
2025
Q1 		$1.15M Buy
31,550
+2,050
+7% +$80.7K 0.23% 54
2024
Q4 		$1.18M Buy
29,500
+2,800
+10% +$108K 0.23% 53
2024
Q3 		$992K Buy
26,700
+1,980
+8% +$69.5K 0.19% 61
2024
Q2 		$881K Buy
24,720
+4,020
+19% +$136K 0.18% 58
2024
Q1 		$703K Buy
20,700
+13,200
+176% +$428K 0.14% 68
2023
Q4 		$234K Buy
+7,500
New +$214K 0.05% 112

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial Wealth Advisors's AIQ Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.87% in Q2 2026, buying an estimated $17.9K and bringing the position to 34,870 shares worth $2.29M. The position accounts for 0.29% of the portfolio, ranked #52.

Summit Financial Wealth Advisors first reported a position in AIQ in Q4 2023 and has held it in 11 quarters since. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

  • Summit Financial Wealth Advisors held 34,870 shares of Global X Artificial Intelligence & Technology ETF worth $2.29M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 300 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $17.9K.
  • Global X Artificial Intelligence & Technology ETF made up 0.29% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Summit Financial Wealth Advisors first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.