Heritage Wealth Management (Arizona)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$9.45K	Buy	460 +230	+100%	+$4.63K	﹤0.01%	784
2022 Q3	$4K	Hold	230	–	–	﹤0.01%	771
2022 Q2	$4.67K	Hold	230	–	–	﹤0.01%	776
2022 Q1	$7K	Buy	+230	New	+$6.85K	﹤0.01%	746
2021 Q3	$8K	Hold	230	–	–	﹤0.01%	673
2021 Q2	$8K	Hold	230	–	–	﹤0.01%	682
2021 Q1	$8K	Buy	+230	New	+$7.87K	﹤0.01%	597

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BOTZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 100% in Q4 2022, buying an estimated $4.63K and bringing the position to 460 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Heritage Wealth Management (Arizona) first reported a position in BOTZ in Q1 2021 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold BOTZ as of Q4 2022.

Heritage Wealth Management (Arizona) held 460 shares of Global X Robotics & Artificial Intelligence ETF worth $9.45K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 230 Global X Robotics & Artificial Intelligence ETF shares in Q4 2022, an estimated $4.63K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #784 holding.
Heritage Wealth Management (Arizona) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and has held it in 7 quarters since.
242 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.