Sierra Capital’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sierra Capital’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	–	Sell	-11,160	Closed	-$355K	–	186
2024 Q1	$355K	Hold	11,160	–	–	0.05%	163
2023 Q4	$318K	Hold	11,160	–	–	0.05%	157
2023 Q3	$276K	Hold	11,160	–	–	0.04%	161
2023 Q2	$321K	Sell	11,160 -10,500	-48%	-$279K	0.05%	153
2023 Q1	$552K	Hold	21,660	–	–	0.09%	130
2022 Q4	$445K	Sell	21,660 -2,190	-9%	-$44.1K	0.08%	131
2022 Q3	$431K	Hold	23,850	–	–	0.08%	131
2022 Q2	$485K	Hold	23,850	–	–	0.09%	134
2022 Q1	$692K	Sell	23,850 -2,110	-8%	-$62.9K	0.11%	128
2021 Q4	$933K	Hold	25,960	–	–	0.14%	111
2021 Q3	$978K	Hold	25,960	–	–	0.16%	106
2021 Q2	$907K	Sell	25,960 -68,801	-73%	-$2.36M	0.17%	105
2021 Q1	$3.14M	Buy	+94,761	New	+$3.24M	0.59%	43

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

Sierra Capital's BOTZ Position: Q2 2024 in Review

Sierra Capital sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 11,160 shares — an estimated $355K sold.

Sierra Capital first reported a position in BOTZ in Q1 2021 and held it in 13 quarters. The position peaked at $3.14M in Q1 2021. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

Sierra Capital reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
Sierra Capital sold 11,160 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $355K.
Sierra Capital first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and held it in 13 quarters.
Sierra Capital's Global X Robotics & Artificial Intelligence ETF position peaked at $3.14M in Q1 2021.
368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Sierra Capital's 13F filing for Q2 2024, filed 25 Jul 2024.