Portfolio Strategies’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Portfolio Strategies’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 Q4	–	Sell	-623,161	Closed	-$15.4M	–	41
2023 Q3	$15.4M	Sell	623,161 -678,621	-52%	-$18.3M	2.97%	13
2023 Q2	$37.4M	Buy	1,301,782 +1,201,779	+1,202%	+$31.9M	6.76%	4
2023 Q1	$2.6M	Buy	+100,003	New	+$2.35M	0.51%	32
2018 Q1	–	Sell	-83,123	Closed	-$1.97M	–	238
2017 Q4	$1.97M	Buy	+83,123	New	+$1.95M	1.36%	18

Other funds holding BOTZ

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCM

Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

Portfolio Strategies's BOTZ Position: Q4 2023 in Review

Portfolio Strategies sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 623,161 shares — an estimated $15.4M sold.

Portfolio Strategies first reported a position in BOTZ in Q4 2017 and held it in 4 quarters. The position peaked at $37.4M in Q2 2023. 325 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

Portfolio Strategies reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
Portfolio Strategies sold 623,161 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $15.4M.
Portfolio Strategies first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 4 quarters.
Portfolio Strategies's Global X Robotics & Artificial Intelligence ETF position peaked at $37.4M in Q2 2023.
325 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Portfolio Strategies's 13F filing for Q4 2023, filed 13 Feb 2024.