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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
Q1 		– Sell
-200
Closed -$7K – 371
2021
Q4 		$7K Hold
200
– – ﹤0.01% 318
2021
Q3 		$7K Buy
+200
New +$7.18K ﹤0.01% 431

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.