Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWM
Tradition Wealth Management’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Tradition 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
Q1
–
Sell
-4,844
Closed
-$138K
–
479
2023
Q4
$138K
Hold
4,844
–
–
0.01%
390
2023
Q3
$120K
Buy
4,844
+4
+0.1%
+$108
0.01%
389
2023
Q2
$139K
Sell
4,840
-33
-0.7%
-$875
0.02%
380
2023
Q1
$124K
Sell
4,873
-50
-1%
-$1.18K
0.02%
382
2022
Q4
$101K
Buy
4,923
+1,148
+30%
+$23.1K
0.01%
373
2022
Q3
$68K
Buy
3,775
+4
+0.1%
+$84
0.01%
439
2022
Q2
$77K
Sell
3,771
-50
-1%
-$1.18K
0.01%
392
2022
Q1
$111K
Buy
3,821
+1,100
+40%
+$32.8K
0.01%
384
2021
Q4
$98K
Buy
2,721
+987
+57%
+$36.4K
0.01%
402
2021
Q3
$63K
Buy
1,734
+3
+0.2%
+$108
0.01%
447
2021
Q2
$61K
Buy
1,731
+2
+0.1%
+$69
0.01%
485
2021
Q1
$57K
Sell
1,729
-20
-1%
-$684
0.01%
405
2020
Q4
$58K
Buy
+1,749
New
+$53.5K
0.01%
380
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close