Laffer Tengler Investments’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Laffer Tengler Investments’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 Q1	–	Sell	-27,426	Closed	-$564K	–	406
2022 Q4	$564K	Buy	27,426 +16,160	+143%	+$325K	0.16%	133
2022 Q3	$204K	Buy	11,266 +2,303	+26%	+$48.5K	0.07%	177
2022 Q2	$182K	Buy	8,963 +2,739	+44%	+$64.7K	0.06%	185
2022 Q1	$181K	Buy	+6,224	New	+$185K	0.05%	199

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Laffer Tengler Investments's BOTZ Position: Q1 2023 in Review

Laffer Tengler Investments sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 27,426 shares — an estimated $564K sold.

Laffer Tengler Investments first reported a position in BOTZ in Q1 2022 and held it in 4 quarters. The position peaked at $564K in Q4 2022. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

Laffer Tengler Investments reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
Laffer Tengler Investments sold 27,426 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $564K.
Laffer Tengler Investments first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2022 and held it in 4 quarters.
Laffer Tengler Investments's Global X Robotics & Artificial Intelligence ETF position peaked at $564K in Q4 2022.
263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.