Lattice Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lattice Capital Management’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	-6,450	Closed	-$207K	–	30
2024 Q3	$207K	Buy	+6,450	New	+$198K	0.19%	27
2024 Q2	–	Sell	-6,450	Closed	-$205K	–	32
2024 Q1	$205K	Buy	+6,450	New	+$194K	0.01%	20
2023 Q4	–	Sell	-12,750	Closed	-$315K	–	27
2023 Q3	$315K	Hold	12,750	–	–	0.04%	27
2023 Q2	$366K	Hold	12,750	–	–	0.05%	29
2023 Q1	$325K	Hold	12,750	–	–	0.05%	40
2022 Q4	$262K	Hold	12,750	–	–	0.04%	43
2022 Q3	$231K	Hold	12,750	–	–	0.37%	48
2022 Q2	$257K	Buy	12,750 +28	+0.2%	+$662	0.03%	48
2022 Q1	$332K	Hold	12,722	–	–	0.47%	51
2021 Q4	$457K	Buy	+12,722	New	+$469K	0.03%	53

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

Lattice Capital Management's BOTZ Position: Q4 2024 in Review

Lattice Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 6,450 shares — an estimated $207K sold.

Lattice Capital Management first reported a position in BOTZ in Q4 2021 and held it in 10 quarters. The position peaked at $457K in Q4 2021. 385 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

Lattice Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
Lattice Capital Management sold 6,450 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $207K.
Lattice Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 10 quarters.
Lattice Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $457K in Q4 2021.
385 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Lattice Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.