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

Summit Wealth Partners’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 		– Sell
-6,432
Closed -$239K – 200
2024
Q3 		$239K Buy
+6,432
New +$226K 0.05% 213

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

Summit Wealth Partners's AIQ Position: Q4 2024 in Review

Summit Wealth Partners sold out of Global X Artificial Intelligence & Technology ETF (AIQ) in Q4 2024, closing a stake of 6,432 shares — an estimated $239K sold.

Summit Wealth Partners first reported a position in AIQ in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 343 funds tracked by Wall St. Rank hold AIQ as of Q4 2024.

  • Summit Wealth Partners reported no remaining Global X Artificial Intelligence & Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 6,432 Global X Artificial Intelligence & Technology ETF shares in Q4 2024, an estimated $239K.
  • Summit Wealth Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q3 2024 and held it in 1 quarter.
  • Summit Wealth Partners's Global X Artificial Intelligence & Technology ETF position peaked at $239K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.