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

Mascoma Wealth 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
2023
Q1 		– Sell
-300
Closed -$6.17K – 611
2022
Q4 		$6.17K Hold
300
– – ﹤0.01% 462
2022
Q3 		$5K Hold
300
– – ﹤0.01% 469
2022
Q2 		$6K Hold
300
– – ﹤0.01% 475
2022
Q1 		$9K Hold
300
– – ﹤0.01% 450
2021
Q4 		$11K Hold
300
– – ﹤0.01% 392
2021
Q3 		$11K Buy
+300
New +$10.8K ﹤0.01% 337
2021
Q2 		– Sell
-300
Closed -$10K – 147
2021
Q1 		$10K Buy
+300
New +$10.3K ﹤0.01% 345

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return