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Global Financial Private Client’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Global Financial Private Client’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
Q4 		– Sell
-19
Closed -$611 – 1664
2024
Q3 		$611 Hold
19
– – ﹤0.01% 775
2024
Q2 		$586 Hold
19
– – ﹤0.01% 646
2024
Q1 		$601 Hold
19
– – ﹤0.01% 663
2023
Q4 		$542 Hold
19
– – ﹤0.01% 659
2023
Q3 		$469 Buy
+19
New +$513 ﹤0.01% 653

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Global Financial Private Client's BOTZ Position: Q4 2024 in Review

Global Financial Private Client sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 19 shares — an estimated $611 sold.

Global Financial Private Client first reported a position in BOTZ in Q3 2023 and held it in 5 quarters. The position peaked at $611 in Q3 2024. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

  • Global Financial Private Client reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • Global Financial Private Client sold 19 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $611.
  • Global Financial Private Client first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 5 quarters.
  • Global Financial Private Client's Global X Robotics & Artificial Intelligence ETF position peaked at $611 in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Global Financial Private Client's 13F filing for Q4 2024, filed 14 Jan 2025.