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Levy Wealth Management Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Levy Wealth Management Group’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
Q2 		$242K Buy
7,853
+158
+2% +$4.87K 0.06% 95
2024
Q1 		$219K Hold
7,695
– – 0.06% 99
2023
Q4 		$219K Buy
+7,695
New +$196K 0.06% 99
2023
Q3 		– Sell
-7,549
Closed -$217K – 108
2023
Q2 		$217K Sell
7,549
-1,538
-17% -$40.8K 0.06% 104
2023
Q1 		$232K Sell
9,087
-1,151
-11% -$27.1K 0.07% 97
2022
Q4 		$210K Sell
10,238
-1,237
-11% -$24.9K 0.07% 91
2022
Q3 		$207K Buy
11,475
+338
+3% +$7.12K 0.09% 77
2022
Q2 		$226K Buy
11,137
+1,000
+10% +$23.6K 0.1% 62
2022
Q1 		$294K Buy
10,137
+325
+3% +$9.68K 0.12% 54
2021
Q4 		$353K Buy
9,812
+200
+2% +$7.37K 0.16% 49
2021
Q3 		$352K Buy
9,612
+16
+0.2% +$574 0.19% 48
2021
Q2 		$335K Buy
9,596
+554
+6% +$19K 0.19% 47
2021
Q1 		$300K Buy
9,042
+1,234
+16% +$42.2K 0.2% 44
2020
Q4 		$259K Buy
+7,808
New +$239K 0.18% 48

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Levy Wealth Management Group's BOTZ Position: Q2 2024 in Review

Levy Wealth Management Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.1% in Q2 2024, buying an estimated $4.87K and bringing the position to 7,853 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #95.

Levy Wealth Management Group first reported a position in BOTZ in Q4 2020 and has held it in 14 quarters since. The position peaked at $353K in Q4 2021. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

  • Levy Wealth Management Group held 7,853 shares of Global X Robotics & Artificial Intelligence ETF worth $242K as of Q2 2024.
  • Levy Wealth Management Group bought 158 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $4.87K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.06% of Levy Wealth Management Group's portfolio in Q2 2024, its #95 holding.
  • Levy Wealth Management Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 14 quarters since.
  • Levy Wealth Management Group's Global X Robotics & Artificial Intelligence ETF position peaked at $353K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.