Elite Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Elite Wealth Management’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	-58,348	Closed	-$1.44M	–	45
2023 Q3	$1.44M	Buy	58,348 +4,187	+8%	+$113K	0.11%	28
2023 Q2	$1.56M	Buy	54,161 +44,779	+477%	+$1.19M	0.12%	27
2023 Q1	$239K	Buy	+9,382	New	+$221K	0.01%	52
2022 Q3	–	Sell	-9,866	Closed	-$200K	–	48
2022 Q2	$200K	Sell	9,866 -250	-2%	-$5.91K	0.03%	52
2022 Q1	$293K	Sell	10,116 -506	-5%	-$15.1K	0.05%	45
2021 Q4	$382K	Sell	10,622 -521	-5%	-$19.2K	0.05%	42
2021 Q3	$407K	Buy	11,143 +90	+0.8%	+$3.23K	0.08%	44
2021 Q2	$386	Buy	11,053 +185	+2%	+$6.35K	0.04%	42
2021 Q1	$360	Buy	10,868 +1,091	+11%	+$37.3K	0.05%	42
2020 Q4	$324K	Buy	+9,777	New	+$299K	0.04%	41

Other funds holding BOTZ

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCM

Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

Elite Wealth Management's BOTZ Position: Q4 2023 in Review

Elite Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 58,348 shares — an estimated $1.44M sold.

Elite Wealth Management first reported a position in BOTZ in Q4 2020 and held it in 10 quarters. The position peaked at $1.56M in Q2 2023. 325 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

Elite Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
Elite Wealth Management sold 58,348 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $1.44M.
Elite Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 10 quarters.
Elite Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.56M in Q2 2023.
325 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Elite Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.