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Steward Financial Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+66
New +$1.78K ﹤0.01% 1103
2023
Q2 		– Sell
-66
Closed -$1K – 531
2023
Q1 		$1K Buy
+66
New +$1.55K ﹤0.01% 589

Other funds holding BOTZ

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Steward Financial Group's BOTZ Position: Q3 2023 in Review

Steward Financial Group opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023: 66 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BOTZ as recently as Q1 2023.

Steward Financial Group first reported a position in BOTZ in Q1 2023 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

  • Steward Financial Group held 66 shares of Global X Robotics & Artificial Intelligence ETF worth $1K as of Q3 2023.
  • Global X Robotics & Artificial Intelligence ETF was a new Steward Financial Group position in Q3 2023.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1103 holding.
  • Steward Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.