Stonebridge Offloads 308,000 AIQ Shares in $15.6 Million Portfolio Shift
An SEC filing shows the ETF now accounts for a negligible share of the firm’s reported equity holdings.
Overview
- A January 20, 2026 SEC filing reports the sale of 308,055 shares of Global X Artificial Intelligence & Technology ETF (AIQ), estimated at $15.65 million using quarterly average pricing.
- Following the sale, Stonebridge held 4,534 AIQ shares valued at $230,579, reducing the stake from 1.36% to 0.02% of its 13F reportable AUM.
- The reported transaction equaled 1.34% of Stonebridge’s 13F-reportable assets under management.
- The firm said the AIQ position value decreased by $15.21 million over the period, reflecting both trading activity and price movement.
- AIQ traded at $50.94 on January 20 with a 1-year total return of 29.09% and a 0.18% yield, and Stonebridge’s largest reported holdings were DGRO, SMMU, CGCP, USTB, and AAPL.