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

Stiles 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
2023 Q1	–	Sell	-8,693	Closed	-$207K	–	183
2022 Q4	$207K	Sell	8,693 -164	-2%	-$3.3K	0.12%	165
2022 Q3	$207K	Buy	+8,857	New	+$187K	0.13%	152
2022 Q2	–	Sell	-7,179	Closed	-$208K	–	176
2022 Q1	$208K	Buy	7,179 +750	+12%	+$22.3K	0.1%	172
2021 Q4	$231K	Buy	+6,429	New	+$237K	0.11%	160

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stiles Financial Services's BOTZ Position: Q1 2023 in Review

Stiles Financial Services sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 8,693 shares — an estimated $207K sold.

Stiles Financial Services first reported a position in BOTZ in Q4 2021 and held it in 4 quarters. The position peaked at $231K in Q4 2021. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

Stiles Financial Services reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
Stiles Financial Services sold 8,693 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $207K.
Stiles Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 4 quarters.
Stiles Financial Services's Global X Robotics & Artificial Intelligence ETF position peaked at $231K in Q4 2021.
263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Stiles Financial Services's 13F filing for Q1 2023, filed 11 May 2023.