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Benjamin F. Edwards & Company’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$85K Sell
2,770
-11
-0.4% -$339 ﹤0.01% 1155
2024
Q1 		$88K Hold
2,781
– – ﹤0.01% 1134
2023
Q4 		$79K Hold
2,781
– – ﹤0.01% 1135
2023
Q3 		$69K Sell
2,781
-10
-0.4% -$270 ﹤0.01% 992
2023
Q2 		$80K Hold
2,791
– – ﹤0.01% 957
2023
Q1 		$71K Hold
2,791
– – ﹤0.01% 1004
2022
Q4 		$57K Sell
2,791
-14
-0.5% -$282 ﹤0.01% 1047
2022
Q3 		$51K Buy
2,805
+500
+22% +$10.5K ﹤0.01% 1046
2022
Q2 		$47K Sell
2,305
-300
-12% -$7.09K ﹤0.01% 1051
2022
Q1 		$76K Buy
2,605
+300
+13% +$8.94K ﹤0.01% 929
2021
Q4 		$83K Sell
2,305
-8
-0.3% -$295 ﹤0.01% 926
2021
Q3 		$85K Sell
2,313
-5
-0.2% -$179 ﹤0.01% 895
2021
Q2 		$81K Sell
2,318
-20
-0.9% -$686 ﹤0.01% 895
2021
Q1 		$77K Sell
2,338
-250
-10% -$8.55K ﹤0.01% 899
2020
Q4 		$86K Sell
2,588
-1,007
-28% -$30.8K 0.01% 829
2020
Q3 		$100K Buy
3,595
+250
+7% +$6.59K 0.01% 736
2020
Q2 		$80K Sell
3,345
-1,283
-28% -$27.5K 0.01% 791
2020
Q1 		$84K Sell
4,628
-186
-4% -$3.83K 0.01% 737
2019
Q4 		$105K Sell
4,814
-286
-6% -$6.04K 0.01% 774
2019
Q3 		$102K Sell
5,100
-345
-6% -$6.74K 0.01% 735
2019
Q2 		$113K Buy
5,445
+1,621
+42% +$33.1K 0.01% 673
2019
Q1 		$77K Sell
3,824
-967
-20% -$18.3K 0.01% 754
2018
Q4 		$80K Buy
4,791
+817
+21% +$15.9K 0.01% 719
2018
Q3 		$91K Sell
3,974
-2,619
-40% -$58.5K 0.01% 699
2018
Q2 		$145K Sell
6,593
-2,575
-28% -$60.2K 0.01% 583
2018
Q1 		$222K Buy
9,168
+5,296
+137% +$133K 0.02% 480
2017
Q4 		$92K Buy
3,872
+3,700
+2,151% +$86.8K 0.01% 669
2017
Q3 		$4K Buy
+172
New +$3.47K ﹤0.01% 1342

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Benjamin F. Edwards & Company's BOTZ Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.4% in Q2 2024, selling an estimated $339 and leaving 2,770 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Benjamin F. Edwards & Company first reported a position in BOTZ in Q3 2017 and has held it in 28 quarters since. The position peaked at $222K in Q1 2018. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,770 shares of Global X Robotics & Artificial Intelligence ETF worth $85K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 11 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $339.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1155 holding.
  • Benjamin F. Edwards & Company first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and has held it in 28 quarters since.
  • Benjamin F. Edwards & Company's Global X Robotics & Artificial Intelligence ETF position peaked at $222K in Q1 2018.
  • 368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.