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Capasso Planning Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-7,366
Closed -$237K – 104
2024
Q3 		$237K Sell
7,366
-319
-4% -$9.77K 0.07% 137
2024
Q2 		$237K Buy
+7,685
New +$237K 0.08% 129

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capasso Planning Partners's BOTZ Position: Q4 2024 in Review

Capasso Planning Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 7,366 shares — an estimated $237K sold.

Capasso Planning Partners first reported a position in BOTZ in Q2 2024 and held it in 2 quarters. The position peaked at $237K in Q2 2024. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

  • Capasso Planning Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 7,366 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $237K.
  • Capasso Planning Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $237K in Q2 2024.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.