Level Four Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Level Four Advisory Services’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	-13,186	Closed	-$419K	–	757
2024 Q3	$419K	Sell	13,186 -3,031	-19%	-$92.8K	0.02%	551
2024 Q2	$500K	Buy	+16,217	New	+$500K	0.02%	485
2021 Q3	–	Sell	-8,060	Closed	-$282K	–	485
2021 Q2	$282K	Buy	8,060 +193	+2%	+$6.62K	0.02%	542
2021 Q1	$261K	Buy	7,867 +532	+7%	+$18.2K	0.02%	534
2020 Q4	$243K	Buy	+7,335	New	+$224K	0.02%	515

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Level Four Advisory Services's BOTZ Position: Q4 2024 in Review

Level Four Advisory Services sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 13,186 shares — an estimated $419K sold.

Level Four Advisory Services first reported a position in BOTZ in Q4 2020 and held it in 5 quarters. The position peaked at $500K in Q2 2024. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

Level Four Advisory Services reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
Level Four Advisory Services sold 13,186 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $419K.
Level Four Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 5 quarters.
Level Four Advisory Services's Global X Robotics & Artificial Intelligence ETF position peaked at $500K in Q2 2024.
386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.