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Focus Financial Network’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Focus Financial Network’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 		– Sell
-7,767
Closed -$244K – 676
2024
Q2 		$244K Sell
7,767
-1,239
-14% -$38.2K 0.01% 580
2024
Q1 		$263K Sell
9,006
-1,410
-14% -$42.4K 0.01% 521
2023
Q4 		$297K Sell
10,416
-126
-1% -$3.22K 0.01% 579
2023
Q3 		$261K Buy
10,542
+376
+4% +$10.1K 0.01% 503
2023
Q2 		$293K Buy
10,166
+760
+8% +$20.2K 0.02% 473
2023
Q1 		$240K Buy
+9,406
New +$221K 0.01% 498
2022
Q3 		– Sell
-9,835
Closed -$200K – 474
2022
Q2 		$200K Sell
9,835
-2,850
-22% -$67.4K 0.02% 466
2022
Q1 		$368K Buy
+12,685
New +$378K 0.03% 355
2021
Q4 		– Sell
-13,106
Closed -$479K – 365
2021
Q3 		$479K Sell
13,106
-50
-0.4% -$1.79K 0.06% 266
2021
Q2 		$461K Sell
13,156
-150
-1% -$5.14K 0.06% 280
2021
Q1 		$441K Buy
13,306
+379
+3% +$13K 0.05% 281
2020
Q4 		$428K Sell
12,927
-38
-0.3% -$1.16K 0.04% 286
2020
Q3 		$361K Sell
12,965
-1,285
-9% -$33.9K 0.03% 307
2020
Q2 		$341K Buy
14,250
+1,357
+11% +$29.1K 0.04% 281
2020
Q1 		$234K Buy
12,893
+983
+8% +$20.3K 0.03% 314
2019
Q4 		$261K Sell
11,910
-192
-2% -$4.05K 0.03% 341
2019
Q3 		$242K Sell
12,102
-1,018
-8% -$19.9K 0.03% 338
2019
Q2 		$274K Buy
13,120
+615
+5% +$12.6K 0.04% 302
2019
Q1 		$251K Buy
+12,505
New +$236K 0.04% 308

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

Focus Financial Network's BOTZ Position: Q3 2024 in Review

Focus Financial Network sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2024, closing a stake of 7,767 shares — an estimated $244K sold.

Focus Financial Network first reported a position in BOTZ in Q1 2019 and held it in 19 quarters. The position peaked at $479K in Q3 2021. 370 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

  • Focus Financial Network reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2024 after selling out during the quarter.
  • Focus Financial Network sold 7,767 Global X Robotics & Artificial Intelligence ETF shares in Q3 2024, an estimated $244K.
  • Focus Financial Network first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and held it in 19 quarters.
  • Focus Financial Network's Global X Robotics & Artificial Intelligence ETF position peaked at $479K in Q3 2021.
  • 370 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on Focus Financial Network's 13F filing for Q3 2024, filed 28 Oct 2024.