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

Tompkins Financial’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 Q1	–	Sell	-228	Closed	-$6.5K	–	640
2023 Q4	$6.5K	Hold	228	–	–	﹤0.01%	526
2023 Q3	$5.64K	Hold	228	–	–	﹤0.01%	502
2023 Q2	$6.55K	Sell	228 -523	-70%	-$13.9K	﹤0.01%	500
2023 Q1	$19.2K	Hold	751	–	–	﹤0.01%	424
2022 Q4	$15K	Hold	751	–	–	﹤0.01%	441
2022 Q3	$14K	Hold	751	–	–	﹤0.01%	443
2022 Q2	$15K	Hold	751	–	–	﹤0.01%	431
2022 Q1	$22K	Buy	+751	New	+$22.4K	﹤0.01%	422

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tompkins Financial's BOTZ Position: Q1 2024 in Review

Tompkins Financial sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2024, closing a stake of 228 shares — an estimated $6.5K sold.

Tompkins Financial first reported a position in BOTZ in Q1 2022 and held it in 8 quarters. The position peaked at $22K in Q1 2022. 365 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

Tompkins Financial reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2024 after selling out during the quarter.
Tompkins Financial sold 228 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $6.5K.
Tompkins Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2022 and held it in 8 quarters.
Tompkins Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $22K in Q1 2022.
365 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.