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

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

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

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clearview Wealth Advisors's BOTZ Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 812 shares — an estimated $23.3K sold.

Clearview Wealth Advisors first reported a position in BOTZ in Q4 2020 and held it in 11 quarters. The position peaked at $32K in Q3 2021. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

Clearview Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 812 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $23.3K.
Clearview Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $32K in Q3 2021.
307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.