CFO
BOTZ icon

Callan Family Office’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Callan Family Office’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
Q3 		– Sell
-6,770
Closed -$209K – 191
2024
Q2 		$209K Buy
+6,770
New +$209K 0.04% 148

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Callan Family Office's BOTZ Position: Q3 2024 in Review

Callan Family Office sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2024, closing a stake of 6,770 shares — an estimated $209K sold.

Callan Family Office first reported a position in BOTZ in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 370 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

  • Callan Family Office reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2024 after selling out during the quarter.
  • Callan Family Office sold 6,770 Global X Robotics & Artificial Intelligence ETF shares in Q3 2024, an estimated $209K.
  • Callan Family Office first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and held it in 1 quarter.
  • Callan Family Office's Global X Robotics & Artificial Intelligence ETF position peaked at $209K in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on Callan Family Office's 13F filing for Q3 2024, filed 8 Oct 2024.