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

Cetera 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
2024
Q1 		$3.66M Buy
115,169
+58,389
+103% +$1.76M 0.03% 568
2023
Q4 		$1.62M Sell
56,780
-2,990
-5% -$76.3K 0.02% 576
2023
Q3 		$1.48M Buy
59,770
+733
+1% +$19.8K 0.02% 572
2023
Q2 		$1.7M Buy
59,037
+13,117
+29% +$348K 0.03% 520
2023
Q1 		$1.17M Buy
45,920
+4,237
+10% +$99.7K 0.02% 636
2022
Q4 		$857K Buy
41,683
+307
+0.7% +$6.18K 0.02% 735
2022
Q3 		$748K Sell
41,376
-2,223
-5% -$46.8K 0.02% 621
2022
Q2 		$886K Buy
43,599
+695
+2% +$16.4K 0.02% 614
2022
Q1 		$1.25M Buy
42,904
+420
+1% +$12.5K 0.02% 545
2021
Q4 		$1.53M Sell
42,484
-4,614
-10% -$170K 0.03% 467
2021
Q3 		$1.72M Buy
47,098
+4,251
+10% +$153K 0.03% 443
2021
Q2 		$1.5M Buy
42,847
+2,104
+5% +$72.2K 0.04% 429
2021
Q1 		$1.35M Buy
40,743
+27,133
+199% +$928K 0.04% 396
2020
Q4 		$451K Sell
13,610
-1,118
-8% -$34.2K 0.01% 673
2020
Q3 		$410K Sell
14,728
-21,201
-59% -$559K 0.02% 629
2020
Q2 		$858K Buy
35,929
+22,385
+165% +$480K 0.04% 393
2020
Q1 		$246K Sell
13,544
-3,501
-21% -$72.1K 0.01% 660
2019
Q4 		$369K Sell
17,045
-2,110
-11% -$44.6K 0.02% 640
2019
Q3 		$385K Buy
19,155
+2,241
+13% +$43.8K 0.02% 618
2019
Q2 		$347K Buy
16,914
+2,237
+15% +$45.7K 0.02% 663
2019
Q1 		$293K Sell
14,677
-98
-0.7% -$1.85K 0.01% 646
2018
Q4 		$248K Sell
14,775
-1,172
-7% -$22.8K 0.01% 690
2018
Q3 		$365K Buy
15,947
+4,230
+36% +$94.5K 0.02% 666
2018
Q2 		$258K Sell
11,717
-8,964
-43% -$209K 0.01% 721
2018
Q1 		$503K Buy
20,681
+11,376
+122% +$286K 0.03% 471
2017
Q4 		$219K Buy
+9,305
New +$218K 0.01% 680

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Advisors's BOTZ Position: Q1 2024 in Review

Cetera Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 103% in Q1 2024, buying an estimated $1.76M and bringing the position to 115,169 shares worth $3.66M. The position accounts for 0.03% of the portfolio, ranked #568.

Cetera Advisors first reported a position in BOTZ in Q4 2017 and has held it in 26 quarters since. 365 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

  • Cetera Advisors held 115,169 shares of Global X Robotics & Artificial Intelligence ETF worth $3.66M as of Q1 2024.
  • Cetera Advisors bought 58,389 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $1.76M.
  • Global X Robotics & Artificial Intelligence ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #568 holding.
  • Cetera Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and has held it in 26 quarters since.
  • 365 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.