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FinTrust Capital Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

FinTrust Capital Advisors’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
Q3 		$12K Hold
374
– – ﹤0.01% 905
2024
Q2 		$11.5K Hold
374
– – ﹤0.01% 878
2024
Q1 		$11.9K Hold
374
– – ﹤0.01% 832
2023
Q4 		$10.7K Hold
374
– – ﹤0.01% 819
2023
Q3 		$9.25K Buy
+374
New +$10.1K ﹤0.01% 802

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FinTrust Capital Advisors's BOTZ Position: Q3 2024 in Review

FinTrust Capital Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q3 2024 at 374 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

FinTrust Capital Advisors first reported a position in BOTZ in Q3 2023 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

  • FinTrust Capital Advisors held 374 shares of Global X Robotics & Artificial Intelligence ETF worth $12K as of Q3 2024.
  • FinTrust Capital Advisors left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q3 2024.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #905 holding.
  • FinTrust Capital Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and has held it in 5 quarters since.
  • 370 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.