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

CPR Investments’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
Q2 		– Sell
-128,271
Closed -$3.27M – 41
2023
Q1 		$3.27M Buy
+128,271
New +$3.02M 3.15% 9

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

CPR Investments's BOTZ Position: Q2 2023 in Review

CPR Investments sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2023, closing a stake of 128,271 shares — an estimated $3.27M sold.

CPR Investments first reported a position in BOTZ in Q1 2023 and held it in 1 quarter. The position peaked at $3.27M in Q1 2023. 316 funds tracked by Wall St. Rank hold BOTZ as of Q2 2023.

  • CPR Investments reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2023 after selling out during the quarter.
  • CPR Investments sold 128,271 Global X Robotics & Artificial Intelligence ETF shares in Q2 2023, an estimated $3.27M.
  • CPR Investments first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and held it in 1 quarter.
  • CPR Investments's Global X Robotics & Artificial Intelligence ETF position peaked at $3.27M in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2023.

Based on CPR Investments's 13F filing for Q2 2023, filed 21 Jul 2023.