Legacy Financial Group (Iowa)
BOTZ icon

Legacy Financial Group (Iowa)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-59
Closed -$1.46K – 84
2023
Q3 		$1.46K Buy
+59
New +$1.59K ﹤0.01% 487

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PCM
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Legacy Financial Group (Iowa)'s BOTZ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 59 shares — an estimated $1.46K sold.

Legacy Financial Group (Iowa) first reported a position in BOTZ in Q3 2023 and held it in 1 quarter. The position peaked at $1.46K in Q3 2023. 326 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 59 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $1.46K.
  • Legacy Financial Group (Iowa) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Global X Robotics & Artificial Intelligence ETF position peaked at $1.46K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.