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

Valley Financial 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
2023 Q2	$1.41M	Buy	+50,356	New	+$1.27M	0.73%	31

Other funds holding AIQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Valley Financial Management's AIQ Position: Q2 2023 in Review

Valley Financial Management opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ) in Q2 2023: 50,356 shares worth $1.41M. The stake represents 0.73% of the portfolio and ranks #31 among its holdings.

84 funds tracked by Wall St. Rank hold AIQ as of Q2 2023.

Valley Financial Management held 50,356 shares of Global X Artificial Intelligence & Technology ETF worth $1.41M as of Q2 2023.
Global X Artificial Intelligence & Technology ETF was a new Valley Financial Management position in Q2 2023.
Global X Artificial Intelligence & Technology ETF made up 0.73% of Valley Financial Management's portfolio in Q2 2023, its #31 holding.
84 funds tracked by Wall St. Rank held Global X Artificial Intelligence & Technology ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.