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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return