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Sonoma Private Wealth’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sonoma Private Wealth’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
-11,514
Closed -$370K – 81
2024
Q3 		$370K Buy
11,514
+646
+6% +$19.8K 0.58% 64
2024
Q2 		$335K Sell
10,868
-597
-5% -$18.4K 0.54% 61
2024
Q1 		$365K Buy
+11,465
New +$345K 0.59% 63

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

Sonoma Private Wealth's BOTZ Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024, closing a stake of 11,514 shares — an estimated $370K sold.

Sonoma Private Wealth first reported a position in BOTZ in Q1 2024 and held it in 3 quarters. The position peaked at $370K in Q3 2024. 386 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 11,514 Global X Robotics & Artificial Intelligence ETF shares in Q4 2024, an estimated $370K.
  • Sonoma Private Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and held it in 3 quarters.
  • Sonoma Private Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $370K in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.