Ignite Planners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Ignite Planners’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	-13,228	Closed	-$323K	–	288
2023 Q3	$323K	Sell	13,228 -726	-5%	-$19.6K	0.1%	223
2023 Q2	$394K	Buy	13,954 +270	+2%	+$7.16K	0.15%	146
2023 Q1	$338K	Buy	13,684 +41	+0.3%	+$965	0.14%	170
2022 Q4	$324K	Sell	13,643 -793	-5%	-$16K	0.14%	176
2022 Q3	$269K	Hold	14,436	–	–	0.21%	135
2022 Q2	$308K	Sell	14,436 -1,230	-8%	-$29.1K	0.25%	115
2022 Q1	$388K	Sell	15,666 -195	-1%	-$5.81K	0.26%	110
2021 Q4	$497K	Buy	+15,861	New	+$584K	0.32%	91

Other funds holding BOTZ

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Ignite Planners's BOTZ Position: Q4 2023 in Review

Ignite Planners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 13,228 shares — an estimated $323K sold.

Ignite Planners first reported a position in BOTZ in Q4 2021 and held it in 8 quarters. The position peaked at $497K in Q4 2021. 326 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

Ignite Planners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 13,228 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $323K.
Ignite Planners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 8 quarters.
Ignite Planners's Global X Robotics & Artificial Intelligence ETF position peaked at $497K in Q4 2021.
326 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.