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

Stratos Wealth 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 Q2	–	Sell	-7,759	Closed	-$247K	–	708
2024 Q1	$247K	Buy	+7,759	New	+$234K	0.01%	587
2023 Q3	–	Sell	-9,740	Closed	-$280K	–	669
2023 Q2	$280K	Sell	9,740 -766	-7%	-$20.3K	0.02%	523
2023 Q1	$268K	Buy	+10,506	New	+$247K	0.02%	516

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

Stratos Wealth Advisors's BOTZ Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2024, closing a stake of 7,759 shares — an estimated $247K sold.

Stratos Wealth Advisors first reported a position in BOTZ in Q1 2023 and held it in 3 quarters. The position peaked at $280K in Q2 2023. 368 funds tracked by Wall St. Rank hold BOTZ as of Q2 2024.

Stratos Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 7,759 Global X Robotics & Artificial Intelligence ETF shares in Q2 2024, an estimated $247K.
Stratos Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and held it in 3 quarters.
Stratos Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $280K in Q2 2023.
368 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.