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Brendel Financial Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Brendel Financial Advisors’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
Q3 		– Sell
-23,808
Closed -$684K – 45
2023
Q2 		$684K Buy
+23,808
New +$632K 1.03% 27
2021
Q3 		– Sell
-40
Closed -$1K – 92
2021
Q2 		$1K Buy
+40
New +$1.37K ﹤0.01% 257

Other funds holding BOTZ

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brendel Financial Advisors's BOTZ Position: Q3 2023 in Review

Brendel Financial Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 23,808 shares — an estimated $684K sold.

Brendel Financial Advisors first reported a position in BOTZ in Q2 2021 and held it in 2 quarters. The position peaked at $684K in Q2 2023. 306 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

  • Brendel Financial Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
  • Brendel Financial Advisors sold 23,808 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $684K.
  • Brendel Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and held it in 2 quarters.
  • Brendel Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $684K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Brendel Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.