Prime Capital Investment Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Prime Capital Investment Advisors’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 Q3	–	Sell	-11,261	Closed	-$324K	–	764
2023 Q2	$324K	Buy	+11,261	New	+$299K	0.01%	579
2020 Q3	–	Sell	-1,700	Closed	-$41K	–	455
2020 Q2	$41K	Sell	1,700 -855	-33%	-$18.3K	﹤0.01%	335
2020 Q1	$46K	Buy	+2,555	New	+$52.6K	0.01%	289
2018 Q4	–	Sell	-3,600	Closed	-$82K	–	361
2018 Q3	$82K	Sell	3,600 -380	-10%	-$8.49K	0.03%	173
2018 Q2	$88K	Hold	3,980	–	–	0.04%	167
2018 Q1	$96K	Buy	3,980 +3,600	+947%	+$90.5K	0.07%	134
2017 Q4	$9K	Buy	+380	New	+$8.91K	0.01%	199

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

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

Prime Capital Investment Advisors's BOTZ Position: Q3 2023 in Review

Prime Capital Investment Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 11,261 shares — an estimated $324K sold.

Prime Capital Investment Advisors first reported a position in BOTZ in Q4 2017 and held it in 7 quarters. The position peaked at $324K in Q2 2023. 306 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

Prime Capital Investment Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
Prime Capital Investment Advisors sold 11,261 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $324K.
Prime Capital Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 7 quarters.
Prime Capital Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $324K in Q2 2023.
306 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.