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MIM
Macroview Investment Management’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Macroview Investment Management’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
-7,315
Closed
-$235K
–
148
2024
Q3
$235K
Sell
7,315
-1,590
-18%
-$48.7K
0.23%
70
2024
Q2
$275K
Sell
8,905
-7,000
-44%
-$216K
0.29%
62
2024
Q1
$506K
Sell
15,905
-3,507
-18%
-$106K
0.56%
43
2023
Q4
$553K
Sell
19,412
-722
-4%
-$18.4K
0.66%
44
2023
Q3
$498K
Sell
20,134
-178
-0.9%
-$4.8K
0.67%
42
2023
Q2
$584K
Sell
20,312
-307
-1%
-$8.14K
0.9%
32
2023
Q1
$526K
Buy
20,619
+2,156
+12%
+$50.7K
0.84%
34
2022
Q4
$379K
Sell
18,463
-2,478
-12%
-$49.9K
0.65%
36
2022
Q3
$379K
Buy
20,941
+284
+1%
+$5.99K
0.69%
34
2022
Q2
$420K
Buy
20,657
+6,465
+46%
+$153K
0.7%
39
2022
Q1
$412K
Buy
14,192
+2,195
+18%
+$65.4K
0.59%
39
2021
Q4
$431K
Buy
11,997
+1,620
+16%
+$59.7K
0.55%
36
2021
Q3
$379K
Buy
10,377
+241
+2%
+$8.65K
0.49%
36
2021
Q2
$354K
Buy
10,136
+397
+4%
+$13.6K
0.48%
35
2021
Q1
$323K
Buy
9,739
+83
+0.9%
+$2.84K
0.47%
34
2020
Q4
$320K
Hold
9,656
–
–
0.48%
34
2020
Q3
$269K
Buy
9,656
+436
+5%
+$11.5K
0.46%
32
2020
Q2
$220K
Buy
9,220
+172
+2%
+$3.69K
0.47%
31
2020
Q1
$164K
Buy
+9,048
New
+$186K
0.35%
32
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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