Kessler Investment Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Kessler Investment Group’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	-190	Closed	-$6.11K	–	186
2024 Q3	$6.11K	Hold	190	–	–	﹤0.01%	133
2024 Q2	$5.86K	Hold	190	–	–	﹤0.01%	142
2024 Q1	$6.04K	Hold	190	–	–	﹤0.01%	138
2023 Q4	$5.42K	Hold	190	–	–	﹤0.01%	134
2023 Q3	$4.7K	Hold	190	–	–	﹤0.01%	126
2023 Q2	$5.46K	Hold	190	–	–	﹤0.01%	133
2023 Q1	$4.84K	Hold	190	–	–	﹤0.01%	140
2022 Q4	$4K	Hold	190	–	–	﹤0.01%	128
2022 Q3	$3K	Hold	190	–	–	﹤0.01%	156
2022 Q2	$4K	Hold	190	–	–	﹤0.01%	141
2022 Q1	$6K	Hold	190	–	–	﹤0.01%	144
2021 Q4	$7K	Hold	190	–	–	﹤0.01%	139
2021 Q3	$7K	Hold	190	–	–	0.01%	131
2021 Q2	$7K	Hold	190	–	–	0.01%	109
2021 Q1	$6K	Hold	190	–	–	0.01%	94
2020 Q4	$6K	Hold	190	–	–	0.01%	96
2020 Q3	$5K	Buy	190 +60	+46%	+$1.58K	0.01%	92
2020 Q2	$3K	Hold	130	–	–	﹤0.01%	100
2020 Q1	$2K	Buy	130 +10	+8%	+$206	﹤0.01%	102
2019 Q4	$3K	Buy	120 +60	+100%	+$1.27K	﹤0.01%	101
2019 Q3	$1K	Hold	60	–	–	﹤0.01%	98
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	112
2019 Q1	$1K	Hold	60	–	–	﹤0.01%	111
2018 Q4	$1K	Buy	+60	New	+$1.17K	﹤0.01%	98

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kessler Investment Group's BOTZ Position: Q4 2024 in Review

Kessler Investment Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 190 shares — an estimated $6.11K sold.

Kessler Investment Group first reported a position in BOTZ in Q4 2018 and held it in 24 quarters. The position peaked at $7K in Q4 2021. 387 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

Kessler Investment Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
Kessler Investment Group sold 190 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $6.11K.
Kessler Investment Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and held it in 24 quarters.
Kessler Investment Group's Global X Robotics & Artificial Intelligence ETF position peaked at $7K in Q4 2021.
387 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Kessler Investment Group's 13F filing for Q4 2024, filed 30 Jan 2025.