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Concord Wealth Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Concord Wealth 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
2023
Q4 		– Sell
-31
Closed -$766 – 843
2023
Q3 		$766 Sell
31
-205
-87% -$5.53K ﹤0.01% 957
2023
Q2 		$6.78K Buy
236
+11
+5% +$292 ﹤0.01% 658
2023
Q1 		$5.74K Hold
225
– – ﹤0.01% 654
2022
Q4 		$4.62K Buy
+225
New +$4.53K ﹤0.01% 779
2022
Q3 		– Sell
-225
Closed -$5K – 276
2022
Q2 		$5K Buy
225
+12
+6% +$284 ﹤0.01% 807
2022
Q1 		$6K Hold
213
– – ﹤0.01% 864
2021
Q4 		$8K Buy
+213
New +$7.85K ﹤0.01% 833

Other funds holding BOTZ

GBWM
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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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return