Cornerstone Planning Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cornerstone Planning Group’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
2022 Q4	$4.37K	Buy	+195	New	+$3.92K	﹤0.01%	951

Other funds holding BOTZ

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

MTWSIF

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

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Cornerstone Planning Group's BOTZ Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2022: 195 shares worth $4.37K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings.

242 funds tracked by Wall St. Rank hold BOTZ as of Q4 2022.

Cornerstone Planning Group held 195 shares of Global X Robotics & Artificial Intelligence ETF worth $4.37K as of Q4 2022.
Global X Robotics & Artificial Intelligence ETF was a new Cornerstone Planning Group position in Q4 2022.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #951 holding.
242 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.