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	–	599
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mascoma Wealth Management's BOTZ Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 300 shares — an estimated $6.17K sold.

Mascoma Wealth Management first reported a position in BOTZ in Q1 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

Mascoma Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 300 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $6.17K.
Mascoma Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and held it in 7 quarters.
Mascoma Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $11K in Q4 2021.
263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.