Bartlett & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bartlett & Co’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	$86K	Buy	3,000 +2,000	+200%	+$51.1K	﹤0.01%	597
2023 Q3	$25K	Buy	1,000 +964	+2,678%	+$26K	﹤0.01%	768
2023 Q2	$1K	Buy	+36	New	+$955	﹤0.01%	1087
2021 Q4	–	Sell	-250	Closed	-$9K	–	464
2021 Q3	$9K	Buy	+250	New	+$8.97K	﹤0.01%	707
2020 Q3	–	Sell	-125	Closed	-$3K	–	827
2020 Q2	$3K	Buy	+125	New	+$2.68K	﹤0.01%	758

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

Bartlett & Co's BOTZ Position: Q4 2023 in Review

Bartlett & Co increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 200% in Q4 2023, buying an estimated $51.1K and bringing the position to 3,000 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Bartlett & Co first reported a position in BOTZ in Q2 2020 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

Bartlett & Co held 3,000 shares of Global X Robotics & Artificial Intelligence ETF worth $86K as of Q4 2023.
Bartlett & Co bought 2,000 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $51.1K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #597 holding.
Bartlett & Co first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and has held it in 5 quarters since.
325 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.