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

Endurance 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
Q2 		$2.23M Sell
77,581
-2,000
-3% -$53.1K 0.31% 66
2023
Q1 		$2.03M Buy
79,581
+751
+1% +$17.7K 0.29% 66
2022
Q4 		$1.62M Sell
78,830
-5,270
-6% -$106K 0.24% 71
2022
Q3 		$1.52M Sell
84,100
-9,355
-10% -$197K 0.25% 73
2022
Q2 		$1.9M Sell
93,455
-538
-0.6% -$12.7K 0.29% 68
2022
Q1 		$2.73M Sell
93,993
-31,215
-25% -$930K 0.35% 62
2021
Q4 		$4.5M Sell
125,208
-37,712
-23% -$1.39M 0.48% 57
2021
Q3 		$5.96M Buy
162,920
+2,886
+2% +$104K 0.66% 44
2021
Q2 		$5.59M Buy
160,034
+9,000
+6% +$309K 0.62% 45
2021
Q1 		$5M Buy
151,034
+3,250
+2% +$111K 0.59% 49
2020
Q4 		$4.9M Sell
147,784
-85
-0.1% -$2.6K 0.62% 47
2020
Q3 		$4.12M Buy
147,869
+255
+0.2% +$6.72K 0.61% 46
2020
Q2 		$3.52M Sell
147,614
-20,984
-12% -$450K 0.58% 49
2020
Q1 		$3.06M Buy
168,598
+7,975
+5% +$164K 0.59% 49
2019
Q4 		$3.51M Buy
160,623
+28,425
+22% +$600K 0.54% 54
2019
Q3 		$2.65M Sell
132,198
-4,650
-3% -$90.9K 0.44% 58
2019
Q2 		$2.84M Sell
136,848
-1,275
-0.9% -$26.1K 0.45% 58
2019
Q1 		$2.77M Buy
138,123
+2,550
+2% +$48.2K 0.45% 59
2018
Q4 		$2.27M Sell
135,573
-12,925
-9% -$251K 0.42% 59
2018
Q3 		$3.4M Sell
148,498
-1,925
-1% -$43K 0.53% 55
2018
Q2 		$3.31M Buy
150,423
+5,320
+4% +$124K 0.55% 54
2018
Q1 		$3.51M Buy
+145,103
New +$3.65M 0.59% 50

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

Endurance Wealth Management's BOTZ Position: Q2 2023 in Review

Endurance Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.5% in Q2 2023, selling an estimated $53.1K and leaving 77,581 shares worth $2.23M. The position accounts for 0.31% of the portfolio, ranked #66.

Endurance Wealth Management first reported a position in BOTZ in Q1 2018 and has held it in 22 quarters since. The position peaked at $5.96M in Q3 2021. 316 funds tracked by Wall St. Rank hold BOTZ as of Q2 2023.

  • Endurance Wealth Management held 77,581 shares of Global X Robotics & Artificial Intelligence ETF worth $2.23M as of Q2 2023.
  • Endurance Wealth Management sold 2,000 Global X Robotics & Artificial Intelligence ETF shares in Q2 2023, an estimated $53.1K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.31% of Endurance Wealth Management's portfolio in Q2 2023, its #66 holding.
  • Endurance Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 22 quarters since.
  • Endurance Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $5.96M in Q3 2021.
  • 316 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.