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Householder Group Estate & Retirement Specialist’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$93K Sell
2,921
-8
-0.3% -$261 0.07% 159
2024
Q3 		$94K Buy
2,929
+7
+0.2% +$214 0.03% 375
2024
Q2 		$90K Buy
2,922
+567
+24% +$17.5K 0.03% 373
2024
Q1 		$74.9K Buy
2,355
+793
+51% +$23.9K 0.02% 402
2023
Q4 		$44K Buy
+1,562
New +$39.9K 0.01% 479

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BOTZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.27% in Q4 2024, selling an estimated $261 and leaving 2,921 shares worth $93K. The position accounts for 0.07% of the portfolio, ranked #159.

Householder Group Estate & Retirement Specialist first reported a position in BOTZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $94K in Q3 2024. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,921 shares of Global X Robotics & Artificial Intelligence ETF worth $93K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 8 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $261.
  • Global X Robotics & Artificial Intelligence ETF made up 0.07% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #159 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 5 quarters since.
  • Householder Group Estate & Retirement Specialist's Global X Robotics & Artificial Intelligence ETF position peaked at $94K in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.