Baldwin Wealth Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-573	Closed	-$18.4K	–	328
2024 Q3	$18.4K	Hold	573	–	–	﹤0.01%	711
2024 Q2	$17.7K	Sell	573 -427	-43%	-$13.2K	﹤0.01%	482
2024 Q1	$31.8K	Sell	1,000 -425	-30%	-$12.8K	﹤0.01%	432
2023 Q4	$40.6K	Hold	1,425	–	–	﹤0.01%	401
2023 Q3	$35.2K	Hold	1,425	–	–	﹤0.01%	440
2023 Q2	$41K	Hold	1,425	–	–	﹤0.01%	437
2023 Q1	$36.3K	Hold	1,425	–	–	﹤0.01%	461
2022 Q4	$29.3K	Buy	+1,425	New	+$28.7K	﹤0.01%	495

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baldwin Wealth Partners's BOTZ Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 573 shares — an estimated $18.4K sold.

Baldwin Wealth Partners first reported a position in BOTZ in Q4 2022 and held it in 8 quarters. The position peaked at $41K in Q2 2023. 387 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

Baldwin Wealth Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 573 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $18.4K.
Baldwin Wealth Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $41K in Q2 2023.
387 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.