Patriot Financial Group Insurance Agency’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-267	Closed	-$5K	–	594
2022 Q2	$5K	Buy	267 +56	+27%	+$1.32K	﹤0.01%	1459
2022 Q1	$6K	Hold	211	–	–	﹤0.01%	1534
2021 Q4	$8K	Hold	211	–	–	﹤0.01%	1556
2021 Q3	$8K	Sell	211 -4	-2%	-$144	﹤0.01%	1542
2021 Q2	$8K	Buy	+215	New	+$7.38K	﹤0.01%	1501

Other funds holding BOTZ

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 $789M AUM 73.25% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BOTZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2022, closing a stake of 267 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in BOTZ in Q2 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 240 funds tracked by Wall St. Rank hold BOTZ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 267 Global X Robotics & Artificial Intelligence ETF shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Global X Robotics & Artificial Intelligence ETF position peaked at $8K in Q4 2021.
240 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.