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BOTZ icon

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

Covestor’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
Q4 		– Sell
-1,556
Closed -$50K – 2249
2024
Q3 		$50K Sell
1,556
-585
-27% -$17.9K 0.03% 874
2024
Q2 		$66K Sell
2,141
-45
-2% -$1.39K 0.04% 726
2024
Q1 		$70K Sell
2,186
-184
-8% -$5.54K 0.04% 740
2023
Q4 		$68K Buy
2,370
+801
+51% +$20.4K 0.05% 708
2023
Q3 		$39K Sell
1,569
-98
-6% -$2.64K 0.03% 876
2023
Q2 		$48K Buy
1,667
+202
+14% +$5.36K 0.04% 792
2023
Q1 		$37K Buy
1,465
+423
+41% +$9.95K 0.03% 823
2022
Q4 		$21K Sell
1,042
-889
-46% -$17.9K 0.02% 1014
2022
Q3 		$35K Sell
1,931
-1,451
-43% -$30.6K 0.03% 828
2022
Q2 		$69K Sell
3,382
-339
-9% -$8.01K 0.05% 607
2022
Q1 		$108K Buy
3,721
+2,232
+150% +$66.5K 0.07% 454
2021
Q4 		$54K Buy
+1,489
New +$54.9K 0.08% 487

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Covestor's BOTZ Position: Q4 2024 in Review

Covestor sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 1,556 shares — an estimated $50K sold.

Covestor first reported a position in BOTZ in Q4 2021 and held it in 12 quarters. The position peaked at $108K in Q1 2022. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

  • Covestor reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 1,556 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $50K.
  • Covestor first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 12 quarters.
  • Covestor's Global X Robotics & Artificial Intelligence ETF position peaked at $108K in Q1 2022.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.