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PVG Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

PVG Asset Management’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
-19,828
Closed -$407K – 40
2022
Q4 		$407K Buy
+19,828
New +$399K 1.8% 16
2020
Q1 		– Sell
-35,967
Closed -$787K – 61
2019
Q4 		$787K Buy
+35,967
New +$760K 1.1% 25

Other funds holding BOTZ

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PVG Asset Management's BOTZ Position: Q1 2023 in Review

PVG Asset Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 19,828 shares — an estimated $407K sold.

PVG Asset Management first reported a position in BOTZ in Q4 2019 and held it in 2 quarters. The position peaked at $787K in Q4 2019. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

  • PVG Asset Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
  • PVG Asset Management sold 19,828 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $407K.
  • PVG Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and held it in 2 quarters.
  • PVG Asset Management's Global X Robotics & Artificial Intelligence ETF position peaked at $787K in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on PVG Asset Management's 13F filing for Q1 2023, filed 24 Jul 2023.