Jaffetilchin Investment Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Jaffetilchin Investment Partners’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	–	Sell	-258	Closed	-$8.29K	–	487
2024 Q3	$8.29K	Buy	+258	New	+$7.9K	﹤0.01%	938
2021 Q3	–	Sell	-35,428	Closed	-$1.17M	–	365
2021 Q2	$1.17M	Buy	+35,428	New	+$1.22M	0.08%	160
2021 Q1	–	Sell	-35,428	Closed	-$1.17M	–	365
2020 Q4	$1.17M	Buy	35,428 +4,885	+16%	+$149K	0.17%	94
2020 Q3	$851K	Buy	30,543 +7,678	+34%	+$202K	0.16%	85
2020 Q2	$546K	Buy	+22,865	New	+$490K	0.12%	106
2019 Q3	–	Sell	-35,098	Closed	-$728K	–	219
2019 Q2	$728K	Sell	35,098 -1,430	-4%	-$29.2K	0.17%	92
2019 Q1	$733K	Buy	+36,528	New	+$691K	0.16%	108
2018 Q4	–	Sell	-51,364	Closed	-$1.18M	–	264
2018 Q3	$1.18M	Buy	51,364 +41,045	+398%	+$917K	0.25%	73
2018 Q2	$227K	Buy	+10,319	New	+$241K	0.05%	263

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jaffetilchin Investment Partners's BOTZ Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 258 shares — an estimated $8.29K sold.

Jaffetilchin Investment Partners first reported a position in BOTZ in Q2 2018 and held it in 9 quarters. The position peaked at $1.18M in Q3 2018. 385 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 258 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $8.29K.
Jaffetilchin Investment Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and held it in 9 quarters.
Jaffetilchin Investment Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $1.18M in Q3 2018.
385 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.