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Strategic Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Strategic Advisors’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
Q3 		– Sell
-10,272
Closed -$317K – 204
2024
Q2 		$317K Sell
10,272
-5,174
-33% -$159K 0.06% 162
2024
Q1 		$491K Sell
15,446
-551
-3% -$16.6K 0.1% 140
2023
Q4 		$456K Buy
15,997
+1,225
+8% +$31.3K 0.09% 143
2023
Q3 		$365K Buy
+14,772
New +$399K 0.07% 151

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Advisors's BOTZ Position: Q3 2024 in Review

Strategic Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2024, closing a stake of 10,272 shares — an estimated $317K sold.

Strategic Advisors first reported a position in BOTZ in Q3 2023 and held it in 4 quarters. The position peaked at $491K in Q1 2024. 370 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

  • Strategic Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Advisors sold 10,272 Global X Robotics & Artificial Intelligence ETF shares in Q3 2024, an estimated $317K.
  • Strategic Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 4 quarters.
  • Strategic Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $491K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on Strategic Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.