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

Summit Financial’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	$4.82M	Sell	73,497 -407,598	-85%	-$24.3M	0.05%	354
2026 Q1	$22.5M	Buy	481,095 +15,858	+3%	+$796K	0.29%	68
2025 Q4	$23.7M	Buy	465,237 +18,177	+4%	+$923K	0.35%	53
2025 Q3	$22.1M	Buy	+447,060	New	+$20.3M	0.34%	54

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

Summit Financial's AIQ Position: Q2 2026 in Review

Summit Financial reduced its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 85% in Q2 2026, selling an estimated $24.3M and leaving 73,497 shares worth $4.82M. The position accounts for 0.05% of the portfolio, ranked #354.

Summit Financial first reported a position in AIQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.7M in Q4 2025. 686 funds tracked by Wall St. Rank hold AIQ as of Q2 2026.

Summit Financial held 73,497 shares of Global X Artificial Intelligence & Technology ETF worth $4.82M as of Q2 2026.
Summit Financial sold 407,598 Global X Artificial Intelligence & Technology ETF shares in Q2 2026, an estimated $24.3M.
Global X Artificial Intelligence & Technology ETF made up 0.05% of Summit Financial's portfolio in Q2 2026, its #354 holding.
Summit Financial first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's Global X Artificial Intelligence & Technology ETF position peaked at $23.7M in Q4 2025.
686 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.