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Cedar Brook Financial Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-8,018
Closed -$255K – 62
2024
Q1 		$255K Buy
8,018
+499
+7% +$15K 0.05% 353
2023
Q4 		$216K Buy
+7,519
New +$192K 0.05% 370

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cedar Brook Financial Partners's BOTZ Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 8,018 shares — an estimated $255K sold.

Cedar Brook Financial Partners first reported a position in BOTZ in Q4 2023 and held it in 2 quarters. The position peaked at $255K in Q1 2024. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 8,018 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $255K.
  • Cedar Brook Financial Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $255K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.