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River Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

River Wealth 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
Q4 		– Sell
-8,942
Closed -$287K – 209
2024
Q3 		$287K Sell
8,942
-3,810
-30% -$117K 0.04% 185
2024
Q2 		$393K Sell
12,752
-3,919
-24% -$121K 0.06% 151
2024
Q1 		$530K Sell
16,671
-4,894
-23% -$147K 0.08% 140
2023
Q4 		$615K Sell
21,565
-1,963
-8% -$50.1K 0.1% 131
2023
Q3 		$582K Sell
23,528
-3,851
-14% -$104K 0.1% 132
2023
Q2 		$787K Sell
27,379
-1,232
-4% -$32.7K 0.13% 125
2023
Q1 		$730K Sell
28,611
-1,172
-4% -$27.6K 0.13% 128
2022
Q4 		$612K Sell
29,783
-4,584
-13% -$92.3K 0.12% 133
2022
Q3 		$621K Sell
34,367
-18,168
-35% -$383K 0.13% 124
2022
Q2 		$1.07M Sell
52,535
-7,530
-13% -$178K 0.2% 109
2022
Q1 		$1.74M Buy
60,065
+4,287
+8% +$128K 0.28% 84
2021
Q4 		$2M Buy
55,778
+4,068
+8% +$150K 0.31% 80
2021
Q3 		$1.89M Buy
51,710
+6,323
+14% +$227K 0.32% 78
2021
Q2 		$1.59M Buy
45,387
+4,136
+10% +$142K 0.28% 88
2021
Q1 		$1.37M Buy
41,251
+7,829
+23% +$268K 0.26% 92
2020
Q4 		$1.11M Buy
33,422
+4,512
+16% +$138K 0.24% 97
2020
Q3 		$806K Buy
28,910
+86
+0.3% +$2.27K 0.21% 103
2020
Q2 		$688K Buy
28,824
+2,229
+8% +$47.8K 0.21% 103
2020
Q1 		$482K Buy
26,595
+3,190
+14% +$65.7K 0.19% 110
2019
Q4 		$512K Sell
23,405
-270
-1% -$5.7K 0.17% 111
2019
Q3 		$474K Buy
23,675
+336
+1% +$6.57K 0.18% 112
2019
Q2 		$484K Sell
23,339
-550
-2% -$11.2K 0.19% 111
2019
Q1 		$480K Sell
23,889
-1,731
-7% -$32.7K 0.2% 113
2018
Q4 		$429K Sell
25,620
-5,495
-18% -$107K 0.19% 108
2018
Q3 		$712K Sell
31,115
-1,623
-5% -$36.2K 0.26% 96
2018
Q2 		$721K Buy
32,738
+3,536
+12% +$82.6K 0.28% 98
2018
Q1 		$706K Buy
29,202
+6,983
+31% +$176K 0.3% 101
2017
Q4 		$527K Buy
22,219
+12,290
+124% +$288K 0.22% 112
2017
Q3 		$216K Buy
+9,929
New +$201K 0.1% 150

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

River Wealth Advisors's BOTZ Position: Q4 2024 in Review

River Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 8,942 shares — an estimated $287K sold.

River Wealth Advisors first reported a position in BOTZ in Q3 2017 and held it in 29 quarters. The position peaked at $2M in Q4 2021. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

  • River Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • River Wealth Advisors sold 8,942 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $287K.
  • River Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and held it in 29 quarters.
  • River Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $2M in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on River Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.