Simplicity Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Simplicity Solutions’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 Q4	$459K	Buy	+16,121	New	+$412K	0.01%	693
2023 Q3	–	Sell	-40,729	Closed	-$1.17M	–	1006
2023 Q2	$1.17M	Buy	+40,729	New	+$1.08M	0.03%	427
2021 Q1	–	Sell	-97,364	Closed	-$3.23M	–	537
2020 Q4	$3.23M	Buy	+97,364	New	+$2.98M	0.05%	288

Other funds holding BOTZ

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCM

Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

Simplicity Solutions's BOTZ Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023: 16,121 shares worth $459K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BOTZ as recently as Q2 2023.

Simplicity Solutions first reported a position in BOTZ in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.23M in Q4 2020. 325 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

Simplicity Solutions held 16,121 shares of Global X Robotics & Artificial Intelligence ETF worth $459K as of Q4 2023.
Global X Robotics & Artificial Intelligence ETF was a new Simplicity Solutions position in Q4 2023.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #693 holding.
Simplicity Solutions first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 3 quarters since.
Simplicity Solutions's Global X Robotics & Artificial Intelligence ETF position peaked at $3.23M in Q4 2020.
325 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.