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Synergy Investment Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History

Synergy Investment 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
2026
Q1 		$13.3K Buy
+284
New +$14.3K ﹤0.01% 461
2025
Q2 		– Sell
-284
Closed -$10.3K – 94
2025
Q1 		$10.3K Buy
+284
New +$11.2K ﹤0.01% 381

Other funds holding AIQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Investment Management's AIQ Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q1 2026: 284 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in AIQ as recently as Q1 2025.

Synergy Investment Management first reported a position in AIQ in Q1 2025 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold AIQ as of Q1 2026.

  • Synergy Investment Management held 284 shares of Global X Artificial Intelligence & Technology ETF worth $13.3K as of Q1 2026.
  • Global X Artificial Intelligence & Technology ETF was a new Synergy Investment Management position in Q1 2026.
  • Global X Artificial Intelligence & Technology ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #461 holding.
  • Synergy Investment Management first reported a position in Global X Artificial Intelligence & Technology ETF in Q1 2025 and has held it in 2 quarters since.
  • 568 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.