CWA
BOTZ icon

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

Clearview Wealth 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
2023
Q3 		– Sell
-812
Closed -$23.3K – 176
2023
Q2 		$23.3K Sell
812
-63
-7% -$1.67K 0.02% 261
2023
Q1 		$22.3K Hold
875
– – 0.02% 263
2022
Q4 		$18K Hold
875
– – 0.01% 265
2022
Q3 		$16K Buy
875
+1
+0.1% +$21 0.01% 282
2022
Q2 		$18K Hold
874
– – 0.01% 288
2022
Q1 		$25K Hold
874
– – 0.02% 270
2021
Q4 		$31K Hold
874
– – 0.02% 276
2021
Q3 		$32K Buy
874
+1
+0.1% +$36 0.02% 282
2021
Q2 		$31K Buy
873
+1
+0.1% +$34 0.02% 288
2021
Q1 		$29K Hold
872
– – 0.02% 288
2020
Q4 		$29K Buy
+872
New +$26.7K 0.02% 254

Other funds holding BOTZ

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return