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

Bison Wealth’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
2022 Q3	–	Sell	-972	Closed	-$20K	–	261
2022 Q2	$20K	Hold	972	–	–	0.01%	267
2022 Q1	$28K	Hold	972	–	–	0.01%	291
2021 Q4	$35K	Sell	972 -9	-0.9%	-$332	0.02%	264
2021 Q3	$36K	Buy	981 +21	+2%	+$754	0.02%	340
2021 Q2	$34K	Buy	960 +164	+21%	+$5.63K	0.01%	333
2021 Q1	$26K	Hold	796	–	–	0.01%	355
2020 Q4	$26K	Hold	796	–	–	0.01%	320
2020 Q3	$22K	Buy	+796	New	+$21K	0.01%	285

Other funds holding BOTZ

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

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

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Bison Wealth's BOTZ Position: Q3 2022 in Review

Bison Wealth sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2022, closing a stake of 972 shares — an estimated $20K sold.

Bison Wealth first reported a position in BOTZ in Q3 2020 and held it in 8 quarters. The position peaked at $36K in Q3 2021. 240 funds tracked by Wall St. Rank hold BOTZ as of Q3 2022.

Bison Wealth reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 972 Global X Robotics & Artificial Intelligence ETF shares in Q3 2022, an estimated $20K.
Bison Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and held it in 8 quarters.
Bison Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $36K in Q3 2021.
240 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.