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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

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's BOTZ Position: Q1 2024 in Review

Lee Financial sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2024, closing a stake of 4 shares — an estimated $115 sold.

Lee Financial first reported a position in BOTZ in Q3 2021 and held it in 10 quarters. The position peaked at $116 in Q2 2023. 365 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

  • Lee Financial reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 4 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $115.
  • Lee Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and held it in 10 quarters.
  • Lee Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $116 in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.