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

Centaurus Financial’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	-51,093	Closed	-$1.63M	–	802
2024 Q1	$1.63M	Sell	51,093 -5,228	-9%	-$157K	0.11%	173
2023 Q4	$1.6M	Buy	+56,321	New	+$1.44M	0.12%	166
2023 Q2	–	Sell	-62,745	Closed	-$1.6M	–	763
2023 Q1	$1.6M	Buy	+62,745	New	+$1.48M	0.13%	180
2021 Q4	–	Sell	-94,665	Closed	-$3.46M	–	926
2021 Q3	$3.46M	Buy	94,665 +20,469	+28%	+$735K	0.29%	85
2021 Q2	$2.59M	Buy	+74,196	New	+$2.54M	0.22%	113
2021 Q1	–	Sell	-5,180	Closed	-$172K	–	820
2020 Q4	$172K	Buy	+5,180	New	+$158K	0.02%	590
2020 Q3	–	Sell	-43,984	Closed	-$1.05M	–	649
2020 Q2	$1.05M	Buy	+43,984	New	+$943K	0.16%	164
2020 Q1	–	Sell	-45,329	Closed	-$991K	–	534
2019 Q4	$991K	Buy	+45,329	New	+$957K	0.14%	178
2018 Q3	–	Sell	-5,205	Closed	-$115K	–	714
2018 Q2	$115K	Buy	+5,205	New	+$122K	0.02%	662

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Centaurus Financial's BOTZ Position: Q2 2024 in Review

Centaurus Financial sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 51,093 shares — an estimated $1.63M sold.

Centaurus Financial first reported a position in BOTZ in Q2 2018 and held it in 9 quarters. The position peaked at $3.46M in Q3 2021. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

Centaurus Financial reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
Centaurus Financial sold 51,093 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $1.63M.
Centaurus Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and held it in 9 quarters.
Centaurus Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $3.46M in Q3 2021.
368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Centaurus Financial's 13F filing for Q2 2024, filed 23 Sep 2024.