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

Sutton 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
2023
Q3 		$3.34K Hold
135
– – ﹤0.01% 647
2023
Q2 		$3.88K Buy
+135
New +$3.58K ﹤0.01% 602

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

Sutton Wealth Advisors's BOTZ Position: Q3 2023 in Review

Sutton Wealth Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q3 2023 at 135 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Sutton Wealth Advisors first reported a position in BOTZ in Q2 2023 and has held it in 2 quarters since. The position peaked at $3.88K in Q2 2023. 306 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

  • Sutton Wealth Advisors held 135 shares of Global X Robotics & Artificial Intelligence ETF worth $3.34K as of Q3 2023.
  • Sutton Wealth Advisors left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q3 2023.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #647 holding.
  • Sutton Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $3.88K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.