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Tyler-Stone Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-180
Closed -$5.55K – 384
2024
Q2 		$5.55K Buy
+180
New +$5.55K ﹤0.01% 742

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tyler-Stone Wealth Management's BOTZ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2024, closing a stake of 180 shares — an estimated $5.55K sold.

Tyler-Stone Wealth Management first reported a position in BOTZ in Q2 2024 and held it in 1 quarter. The position peaked at $5.55K in Q2 2024. 370 funds tracked by Wall St. Rank hold BOTZ as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 180 Global X Robotics & Artificial Intelligence ETF shares in Q3 2024, an estimated $5.55K.
  • Tyler-Stone Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $5.55K in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.