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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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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UBS Group
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Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return