Dividend Assets Capital’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Dividend Assets Capital’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 Q1	–	Sell	-100	Closed	-$3K	–	166
2023 Q4	$3K	Hold	100	–	–	﹤0.01%	449
2023 Q3	$2K	Hold	100	–	–	﹤0.01%	469
2023 Q2	$3K	Hold	100	–	–	﹤0.01%	470
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	522
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	522
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	533
2022 Q2	$2K	Buy	+100	New	+$2.36K	﹤0.01%	545

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dividend Assets Capital's BOTZ Position: Q1 2024 in Review

Dividend Assets Capital sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2024, closing a stake of 100 shares — an estimated $3K sold.

Dividend Assets Capital first reported a position in BOTZ in Q2 2022 and held it in 7 quarters. The position peaked at $3K in Q4 2023. 365 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

Dividend Assets Capital reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 100 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $3K.
Dividend Assets Capital first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2022 and held it in 7 quarters.
Dividend Assets Capital's Global X Robotics & Artificial Intelligence ETF position peaked at $3K in Q4 2023.
365 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.