Nations Financial Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Nations Financial 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 Q3	–	Sell	-6,496	Closed	-$200K	–	674
2024 Q2	$200K	Sell	6,496 -95	-1%	-$2.93K	0.02%	608
2024 Q1	$210K	Sell	6,591 -3,853	-37%	-$116K	0.02%	591
2023 Q4	$298K	Sell	10,444 -4,192	-29%	-$107K	0.03%	517
2023 Q3	$362K	Sell	14,636 -8,851	-38%	-$239K	0.04%	452
2023 Q2	$675K	Buy	+23,487	New	+$623K	0.07%	313

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nations Financial Group's BOTZ Position: Q3 2024 in Review

Nations Financial Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2024, closing a stake of 6,496 shares — an estimated $200K sold.

Nations Financial Group first reported a position in BOTZ in Q2 2023 and held it in 5 quarters. The position peaked at $675K in Q2 2023. 370 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

Nations Financial Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2024 after selling out during the quarter.
Nations Financial Group sold 6,496 Global X Robotics & Artificial Intelligence ETF shares in Q3 2024, an estimated $200K.
Nations Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and held it in 5 quarters.
Nations Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $675K in Q2 2023.
370 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.