LF
BOTZ icon

Lee Financial’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lee Financial’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
Q1 		– Sell
-4
Closed -$115 – 241
2023
Q4 		$115 Hold
4
– – ﹤0.01% 849
2023
Q3 		$99 Hold
4
– – ﹤0.01% 826
2023
Q2 		$116 Hold
4
– – ﹤0.01% 766
2023
Q1 		$102 Hold
4
– – ﹤0.01% 774
2022
Q4 		$82 Hold
4
– – ﹤0.01% 915
2022
Q3 		$0 Hold
4
– – ﹤0.01% 835
2022
Q2 		$0 Hold
4
– – ﹤0.01% 866
2022
Q1 		$0 Hold
4
– – ﹤0.01% 784
2021
Q4 		$0 Hold
4
– – ﹤0.01% 907
2021
Q3 		$0 Buy
+4
New +$144 ﹤0.01% 698

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PNC Financial Services Group
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return