Howe & Rusling’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Howe & Rusling’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	–	Sell	-651	Closed	-$12K	–	411
2022 Q3	$12K	Buy	651 +1	+0.2%	+$21	﹤0.01%	503
2022 Q2	$13K	Buy	650 +500	+333%	+$11.8K	﹤0.01%	488
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	699
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	658
2021 Q3	$5K	Buy	+150	New	+$5.38K	﹤0.01%	630

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

Howe & Rusling's BOTZ Position: Q4 2022 in Review

Howe & Rusling sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2022, closing a stake of 651 shares — an estimated $12K sold.

Howe & Rusling first reported a position in BOTZ in Q3 2021 and held it in 5 quarters. The position peaked at $13K in Q2 2022. 242 funds tracked by Wall St. Rank hold BOTZ as of Q4 2022.

Howe & Rusling reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 651 Global X Robotics & Artificial Intelligence ETF shares in Q4 2022, an estimated $12K.
Howe & Rusling first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and held it in 5 quarters.
Howe & Rusling's Global X Robotics & Artificial Intelligence ETF position peaked at $13K in Q2 2022.
242 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.