Private Ocean’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Private Ocean’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
2024 Q2	$37K	Hold	1,200	–	–	﹤0.01%	291
2024 Q1	$38.2K	Hold	1,200	–	–	﹤0.01%	266
2023 Q4	$34.2K	Hold	1,200	–	–	﹤0.01%	277
2023 Q3	$29.7K	Hold	1,200	–	–	﹤0.01%	278
2023 Q2	$34.5K	Hold	1,200	–	–	﹤0.01%	292
2023 Q1	$30.6K	Hold	1,200	–	–	﹤0.01%	282
2022 Q4	$24.7K	Hold	1,200	–	–	﹤0.01%	301
2022 Q3	$21K	Hold	1,200	–	–	﹤0.01%	305
2022 Q2	$24K	Hold	1,200	–	–	﹤0.01%	287
2022 Q1	$35K	Hold	1,200	–	–	﹤0.01%	279
2021 Q4	$43K	Hold	1,200	–	–	0.01%	285
2021 Q3	$44K	Hold	1,200	–	–	0.01%	268
2021 Q2	$42K	Hold	1,200	–	–	0.01%	264
2021 Q1	$40K	Hold	1,200	–	–	0.01%	278
2020 Q4	$40K	Hold	1,200	–	–	0.01%	252
2020 Q3	$33K	Hold	1,200	–	–	0.01%	263
2020 Q2	$28K	Hold	1,200	–	–	0.01%	262
2020 Q1	$21K	Hold	1,200	–	–	0.01%	316
2019 Q4	$27K	Hold	1,200	–	–	0.01%	309
2019 Q3	$25K	Hold	1,200	–	–	0.01%	305
2019 Q2	$24K	Hold	1,200	–	–	0.01%	275
2019 Q1	$24K	Hold	1,200	–	–	0.01%	257
2018 Q4	$20K	Hold	1,200	–	–	0.01%	225
2018 Q3	$27K	Hold	1,200	–	–	0.01%	195
2018 Q2	$26K	Hold	1,200	–	–	0.01%	215
2018 Q1	$29K	Buy	+1,200	New	+$30.2K	0.01%	226

Other funds holding BOTZ

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Private Ocean's BOTZ Position: Q2 2024 in Review

Private Ocean held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2024 at 1,200 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Private Ocean first reported a position in BOTZ in Q1 2018 and has held it in 26 quarters since. The position peaked at $44K in Q3 2021. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

Private Ocean held 1,200 shares of Global X Robotics & Artificial Intelligence ETF worth $37K as of Q2 2024.
Private Ocean left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2024.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #291 holding.
Private Ocean first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 26 quarters since.
Private Ocean's Global X Robotics & Artificial Intelligence ETF position peaked at $44K in Q3 2021.
368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.