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Upturn AI Summary
Global X Artificial Intelligence & Technology ETF(AIQ)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AIQ
09/28/2026: AIQ (5-star) is a STRONG-BUY. BUY for 20 days. Simulated Profits (0.64%). Updated daily EoD!
The Global X Artificial Intelligence & Technology ETF (AIQ) offers investors targeted exposure to companies driving the global shift toward AI and advanced technology infrastructure. By tracking a thematic index of technology, communication, and industrial firms, it provides a convenient vehicle for those seeking to capitalize on AI growth. Its primary strengths include strong market liquidity and a comprehensive thematic focus, making it a popular choice for growth-oriented portfolios. However, investors should remain aware of risks such as high sector concentration, elevated volatility, and potential regulatory headwinds impacting the tech industry. It is best suited for investors with a long-term time horizon and a higher risk tolerance, who should monitor quarterly sector developments and AI capital expenditure trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund offers direct exposure to the high-growth secular trend of artificial intelligence development. |
| Momentum investor | Strong fit while signal remains positive | AIQ's price action often correlates strongly with market sentiment toward the technology sector. |
| Value investor | Weak fit | The fund focuses on high-growth technology companies that often trade at high P/E multiples. |
| Dividend/Income investor | Weak fit | This is a growth-oriented fund and does not prioritize the generation of dividend income. |
| Low-risk investor | Weak fit | The thematic focus leads to higher volatility than broad-market equity indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth seeker comfortable with technology sector volatility who wants targeted exposure to the AI theme.
Suitability
AIQ is best suited for long-term investors aiming to add a thematic growth tilt to an existing diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The tech-heavy portfolio is prone to significant price swings based on market sentiment. |
| Market risk | Medium / high | The fund's performance is tied to the broader health of the equity markets and specifically the technology sector. |
| Concentration | Medium / high | Exposure is concentrated within a specific industry, increasing risk compared to diversified indices. |
| Tracking/expense | Medium | The expense ratio is higher than standard passive index funds, which can drag on long-term net returns. |
| Liquidity | Low | High trading volumes generally ensure that liquidity risk remains minimal for retail investors. |
| Business/sector quality | Medium | Success depends on the continued growth and profitability of the AI infrastructure sector. |
Risk Analysis
Volatility
AIQ exhibits high beta compared to the S&P 500, reflecting its focus on high-growth, high-multiple technology stocks.
Market Risk
The fund is primarily exposed to equity market risk, specifically in the tech sector, making it sensitive to macro cycles and thematic trends.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Technology - Software/Services | AI Infrastructure & Software Developers | 45 | This exposure captures companies developing the core software and cloud infrastructure required to power AI applications. |
| Technology - Semiconductors | AI Hardware & Chip Manufacturers | 35 | These holdings provide critical hardware components, such as GPUs and processors, which are essential for training AI models. |
| Communication Services | Data Services & Digital Platforms | 15 | Large-scale digital platforms utilize AI to optimize consumer engagement and data processing services. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash buffers are maintained to manage liquidity needs and portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 57.8% | Avg. Invested days 59 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 29, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $10.45B |
| Issuer | Global X Funds |
| Expense Ratio | 0.6799999999999999% |
| Distribution Yield | 0.07% |
| Inception | May 11, 2018 |
| Index Tracked | Indxx Artificial Intelligence & Big Data Index |
Performance
| Period | Total Return |
|---|---|
| YTD | +29.71% |
| 1 Year | +34.97% |
| 3 Year | +34.99% |
| 5 Year | +16.24% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 35.04% |
| 3Y Volatility | 24.49% |
| 3Y Sharpe Ratio | 1.05 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 53.58% |
| Large Cap | 33.74% |
| Mid Cap | 8.51% |
| Micro Cap | 2.22% |
| Small Cap | 1.92% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 70.60% |
| Communication Services | 12.92% |
| Consumer Cyclicals | 8.64% |
| Industrials | 7.05% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.66x |
| Portfolio P/B | 4.62x |
| Portfolio P/S | 3.83x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Palantir Technologies | 4.09% |
| Microsoft | 3.60% |
| Space Exploration Technologies. Class A Common Stock | 3.34% |
| Meta Platforms | 3.30% |
| Intel | 3.26% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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