Stonebridge Dumps 308,000 AIQ Shares Worth $15.6 Million

2 months ago 11

Will Healy, The Motley Fool

Fri, January 23, 2026 astatine 11:41 AM CST 4 min read

Sold 308,055 shares; estimated commercialized size $15.65 cardinal (based connected quarterly mean price).
Quarter-end AIQ presumption worth decreased by $15.21 million, reflecting some stock income and terms movement.
Transaction equaled 1.34% of Stonebridge’s 13F reportable AUM.
Post-sale holding: 4,534 shares valued astatine $230,579.
AIQ involvement fell from 1.36% to 0.02% of AUM, placing it extracurricular the fund’s apical 5 holdings.
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On January 20, 2026, Stonebridge Financial Group, LLC disclosed successful an SEC filing that it sold 308,055 shares of Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ), with the estimated transaction worth astatine $15.65 cardinal based connected quarterly mean pricing.

In a filing with the Securities and Exchange Commission dated January 20, 2026, Stonebridge Financial Group, LLC reported selling astir of its shares of the Global X Artificial Intelligence & Technology ETF. The worth of the fund’s AIQ presumption decreased by $15.21 cardinal implicit the period, reflecting some trading enactment and banal terms changes.

Following the sale, AIQ represents 0.02% of Stonebridge's 13F AUM, down from 1.36% the erstwhile quarter.
Top holdings aft the filing:
- NYSEMKT:DGRO: $54.72 cardinal (4.7% of AUM)
- NYSEMKT:SMMU: $53.65 cardinal (4.6% of AUM)
- NYSEMKT:CGCP: $44.87 cardinal (3.8% of AUM)
- NASDAQ:USTB: $38.72 cardinal (3.3% of AUM)
- NASDAQ:AAPL: $37.15 cardinal (3.2% of AUM)
As of January 20, 2026, shares were priced astatine $50.94, up 29.09% implicit the past year, outperforming the S&P 500 by 17.75 percent points.

Metric

Value

AUM	0.02%
Price (as of marketplace adjacent 1/20/26)	$50.94
Dividend yield	0.18%
1-year full return	29.09%

Investment strategy focuses connected tracking companies engaged successful artificial quality and large data, aiming to replicate the show of a specialized underlying index.
Portfolio is composed chiefly of planetary equities progressive successful AI development, utilization, and supporting technologies, with astatine slightest 80% of assets allocated to scale constituents.
Operates arsenic a non-diversified ETF structure.

Global X Artificial Intelligence & Technology ETF provides investors with targeted entree to companies astatine the forefront of artificial quality and large information innovation.

The information that Stonebridge Financial Group astir cashed retired of the Artificial Intelligence & Technology ETF is notable. In Q3, this exchange-traded money (ETF) had been a apical 20 holding successful the fund.

Additionally, the money has an implicit bias toward (ETFs). Hence, the information that it holds important individual positions successful Apple and Microsoft is notable implies a continuing content successful the tech sector.