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

Sweet Financial 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
Q3 		$373K Buy
10,028
+1
+0% +$35 0.08% 147
2024
Q2 		$357K Hold
10,027
– – 0.08% 144
2024
Q1 		$341K Buy
10,027
+1,027
+11% +$33.3K 0.08% 152
2023
Q4 		$281K Buy
+9,000
New +$257K 0.07% 162

Other funds holding AIQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sweet Financial Partners's AIQ Position: Q3 2024 in Review

Sweet Financial Partners increased its Global X Artificial Intelligence & Technology ETF (AIQ) stake by 0.01% in Q3 2024, buying an estimated $35 and bringing the position to 10,028 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #147.

Sweet Financial Partners first reported a position in AIQ in Q4 2023 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold AIQ as of Q3 2024.

  • Sweet Financial Partners held 10,028 shares of Global X Artificial Intelligence & Technology ETF worth $373K as of Q3 2024.
  • Sweet Financial Partners bought 1 Global X Artificial Intelligence & Technology ETF share in Q3 2024, an estimated $35.
  • Global X Artificial Intelligence & Technology ETF made up 0.08% of Sweet Financial Partners's portfolio in Q3 2024, its #147 holding.
  • Sweet Financial Partners first reported a position in Global X Artificial Intelligence & Technology ETF in Q4 2023 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.