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McElhenny Sheffield Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

McElhenny Sheffield Capital 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
-278
Closed -$5.71K – 149
2022
Q4 		$5.71K Buy
+278
New +$5.6K ﹤0.01% 380

Other funds holding BOTZ

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MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McElhenny Sheffield Capital Management's BOTZ Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 278 shares — an estimated $5.71K sold.

McElhenny Sheffield Capital Management first reported a position in BOTZ in Q4 2022 and held it in 1 quarter. The position peaked at $5.71K in Q4 2022. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 278 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $5.71K.
  • McElhenny Sheffield Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $5.71K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.