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HeadInvest LLC’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

HeadInvest LLC’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
-1,000
Closed -$24.7K – 287
2023
Q3 		$24.7K Buy
+1,000
New +$27K 0.01% 433

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HeadInvest LLC's BOTZ Position: Q4 2023 in Review

HeadInvest LLC sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 1,000 shares — an estimated $24.7K sold.

HeadInvest LLC first reported a position in BOTZ in Q3 2023 and held it in 1 quarter. The position peaked at $24.7K in Q3 2023. 326 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

  • HeadInvest LLC reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 1,000 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $24.7K.
  • HeadInvest LLC first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Global X Robotics & Artificial Intelligence ETF position peaked at $24.7K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.