Sowell Financial Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sowell Financial Services’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	-21,413	Closed	-$681K	–	527
2024 Q1	$681K	Buy	+21,413	New	+$645K	0.03%	408
2023 Q3	–	Sell	-21,677	Closed	-$624K	–	513
2023 Q2	$624K	Buy	+21,677	New	+$575K	0.03%	425
2022 Q1	–	Sell	-23,354	Closed	-$839K	–	205
2021 Q4	$839K	Buy	23,354 +3,178	+16%	+$117K	0.05%	362
2021 Q3	$738K	Sell	20,176 -18,001	-47%	-$646K	0.05%	335
2021 Q2	$1.34M	Buy	38,177 +2,808	+8%	+$96.3K	0.09%	260
2021 Q1	$1.2M	Buy	35,369 +30,762	+668%	+$1.05M	0.04%	359
2020 Q4	$153K	Buy	4,607 +1,552	+51%	+$47.5K	0.01%	965
2020 Q3	$85K	Sell	3,055 -472	-13%	-$12.4K	﹤0.01%	1027
2020 Q2	$84K	Sell	3,527 -35	-1%	-$750	﹤0.01%	1016
2020 Q1	$65K	Buy	3,562 +343	+11%	+$7.07K	﹤0.01%	959
2019 Q4	$70K	Hold	3,219	–	–	0.01%	1023
2019 Q3	$64K	Buy	+3,219	New	+$62.9K	0.01%	937

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

Sowell Financial Services's BOTZ Position: Q2 2024 in Review

Sowell Financial Services sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 21,413 shares — an estimated $681K sold.

Sowell Financial Services first reported a position in BOTZ in Q3 2019 and held it in 12 quarters. The position peaked at $1.34M in Q2 2021. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

Sowell Financial Services reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 21,413 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $681K.
Sowell Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2019 and held it in 12 quarters.
Sowell Financial Services's Global X Robotics & Artificial Intelligence ETF position peaked at $1.34M in Q2 2021.
368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.