3D/L Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

3D/L Capital Management’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,608	Closed	-$485K	–	8
2023 Q3	$485K	Sell	19,608 -71	-0.4%	-$1.92K	0.16%	54
2023 Q2	$566K	Sell	19,679 -108	-0.5%	-$2.87K	0.16%	56
2023 Q1	$505K	Sell	19,787 -3,430	-15%	-$80.7K	0.13%	59
2022 Q4	$477K	Sell	23,217 -114	-0.5%	-$2.29K	0.13%	64
2022 Q3	$422K	Buy	23,331 +860	+4%	+$18.1K	0.13%	62
2022 Q2	$457K	Buy	22,471 +2,043	+10%	+$48.3K	0.13%	63
2022 Q1	$593K	Sell	20,428 -129	-0.6%	-$3.84K	0.15%	62
2021 Q4	$739K	Buy	20,557 +237	+1%	+$8.73K	0.17%	50
2021 Q3	$743K	Sell	20,320 -2,230	-10%	-$80K	0.18%	48
2021 Q2	$788K	Buy	22,550 +1,509	+7%	+$51.8K	0.19%	47
2021 Q1	$697K	Sell	21,041 -2,446	-10%	-$83.7K	0.18%	45
2020 Q4	$1K	Buy	+23,487	New	+$718K	﹤0.01%	91

Other funds holding BOTZ

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCM

Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

3D/L Capital Management's BOTZ Position: Q4 2023 in Review

3D/L Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 19,608 shares — an estimated $485K sold.

3D/L Capital Management first reported a position in BOTZ in Q4 2020 and held it in 12 quarters. The position peaked at $788K in Q2 2021. 325 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

3D/L Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 19,608 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $485K.
3D/L Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 12 quarters.
3D/L Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $788K in Q2 2021.
325 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.