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

Precision Wealth 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 Q1	–	Sell	-11,127	Closed	-$229K	–	77
2022 Q4	$229K	Sell	11,127 -164	-1%	-$3.3K	0.24%	83
2022 Q3	$212K	Buy	+11,291	New	+$238K	0.19%	115
2022 Q2	–	Sell	-15,743	Closed	-$457K	–	150
2022 Q1	$457K	Buy	+15,743	New	+$469K	0.27%	80

Other funds holding BOTZ

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Precision Wealth Strategies's BOTZ Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 11,127 shares — an estimated $229K sold.

Precision Wealth Strategies first reported a position in BOTZ in Q1 2022 and held it in 3 quarters. The position peaked at $457K in Q1 2022. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

Precision Wealth Strategies reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
Precision Wealth Strategies sold 11,127 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $229K.
Precision Wealth Strategies first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2022 and held it in 3 quarters.
Precision Wealth Strategies's Global X Robotics & Artificial Intelligence ETF position peaked at $457K in Q1 2022.
263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.