Sugarloaf Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sugarloaf Wealth Management’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 Q4	$5.43K	Buy	+170	New	+$5.54K	﹤0.01%	563
2023 Q4	–	Sell	-170	Closed	-$4.2K	–	687
2023 Q3	$4.2K	Hold	170	–	–	﹤0.01%	551
2023 Q2	$4.89K	Hold	170	–	–	﹤0.01%	550
2023 Q1	$4.33K	Sell	170 -100	-37%	-$2.35K	﹤0.01%	557
2022 Q4	$5.55K	Hold	270	–	–	﹤0.01%	567
2022 Q3	$5K	Hold	270	–	–	﹤0.01%	608
2022 Q2	$5K	Hold	270	–	–	﹤0.01%	601
2022 Q1	$8K	Hold	270	–	–	﹤0.01%	506
2021 Q4	$10K	Hold	270	–	–	﹤0.01%	509
2021 Q3	$10K	Hold	270	–	–	﹤0.01%	518
2021 Q2	$9K	Sell	270 -892	-77%	-$30.6K	﹤0.01%	503
2021 Q1	$9	Buy	1,162 +892	+330%	+$30.5K	﹤0.01%	507
2020 Q4	$9K	Hold	270	–	–	﹤0.01%	481
2020 Q3	$8K	Hold	270	–	–	﹤0.01%	473
2020 Q2	$6K	Hold	270	–	–	﹤0.01%	493
2020 Q1	$5K	Hold	270	–	–	﹤0.01%	502
2019 Q4	$6K	Buy	+270	New	+$5.7K	﹤0.01%	508

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's BOTZ Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2024: 170 shares worth $5.43K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in BOTZ as recently as Q3 2023.

Sugarloaf Wealth Management first reported a position in BOTZ in Q4 2019 and has held it in 17 quarters since. The position peaked at $10K in Q4 2021. 385 funds tracked by Wall St. Rank hold BOTZ as of Q4 2024.

Sugarloaf Wealth Management held 170 shares of Global X Robotics & Artificial Intelligence ETF worth $5.43K as of Q4 2024.
Global X Robotics & Artificial Intelligence ETF was a new Sugarloaf Wealth Management position in Q4 2024.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #563 holding.
Sugarloaf Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and has held it in 17 quarters since.
Sugarloaf Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $10K in Q4 2021.
385 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.