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Raymond James Financial Services Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$15.1M Sell
469,746
-23,419
-5% -$717K 0.02% 672
2024
Q2 		$15.2M Buy
493,165
+54,377
+12% +$1.68M 0.02% 627
2024
Q1 		$14M Buy
438,788
+36,171
+9% +$1.09M 0.02% 661
2023
Q4 		$11.5M Buy
402,617
+95,070
+31% +$2.43M 0.02% 695
2023
Q3 		$7.6M Sell
307,547
-63,147
-17% -$1.7M 0.01% 826
2023
Q2 		$10.7M Buy
370,694
+42,697
+13% +$1.13M 0.02% 688
2023
Q1 		$8.36M Buy
327,997
+60,336
+23% +$1.42M 0.02% 768
2022
Q4 		$5.5M Buy
267,661
+5,691
+2% +$115K 0.01% 910
2022
Q3 		$4.74M Sell
261,970
-27,939
-10% -$589K 0.01% 938
2022
Q2 		$5.89M Sell
289,909
-11,724
-4% -$277K 0.01% 859
2022
Q1 		$8.75M Buy
301,633
+15,893
+6% +$473K 0.02% 747
2021
Q4 		$10.3M Sell
285,740
-25,725
-8% -$948K 0.02% 674
2021
Q3 		$11.4M Buy
311,465
+71,292
+30% +$2.56M 0.02% 618
2021
Q2 		$8.39M Buy
240,173
+21,156
+10% +$726K 0.02% 737
2021
Q1 		$7.26M Buy
219,017
+46,647
+27% +$1.6M 0.02% 742
2020
Q4 		$5.71M Buy
172,370
+40,155
+30% +$1.23M 0.01% 780
2020
Q3 		$3.69M Buy
132,215
+56,700
+75% +$1.49M 0.01% 882
2020
Q2 		$1.8M Buy
75,515
+19,249
+34% +$413K 0.01% 1162
2020
Q1 		$1.02M Buy
56,266
+472
+0.8% +$9.72K ﹤0.01% 1192
2019
Q4 		$1.22M Buy
55,794
+3,196
+6% +$67.5K ﹤0.01% 1440
2019
Q3 		$1.05M Buy
52,598
+3,072
+6% +$60K ﹤0.01% 1446
2019
Q2 		$1.03M Sell
49,526
-2,422
-5% -$49.5K ﹤0.01% 1486
2019
Q1 		$1.04M Buy
51,948
+15,295
+42% +$289K ﹤0.01% 1422
2018
Q4 		$614K Sell
36,653
-29,565
-45% -$574K ﹤0.01% 1534
2018
Q3 		$1.51M Sell
66,218
-2,650
-4% -$59.2K 0.01% 1221
2018
Q2 		$1.52M Buy
+68,868
New +$1.61M 0.01% 1178
2018
Q1 		– Sell
-47,577
Closed -$1.13M – 2563
2017
Q4 		$1.13M Buy
47,577
+34,160
+255% +$801K 0.01% 1222
2017
Q3 		$292K Buy
+13,417
New +$271K ﹤0.01% 2036

Other funds holding BOTZ

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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's BOTZ Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.7% in Q3 2024, selling an estimated $717K and leaving 469,746 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #672.

Raymond James Financial Services Advisors first reported a position in BOTZ in Q3 2017 and has held it in 28 quarters since. The position peaked at $15.2M in Q2 2024. 370 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

  • Raymond James Financial Services Advisors held 469,746 shares of Global X Robotics & Artificial Intelligence ETF worth $15.1M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 23,419 Global X Robotics & Artificial Intelligence ETF shares in Q3 2024, an estimated $717K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #672 holding.
  • Raymond James Financial Services Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $15.2M in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.