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Ulland Investment Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Ulland Investment 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
Q4 		– Sell
-50
Closed -$1K – 206
2023
Q3 		$1K Buy
+50
New +$1.35K ﹤0.01% 200

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ulland Investment Advisors's BOTZ Position: Q4 2023 in Review

Ulland Investment Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2023, closing a stake of 50 shares — an estimated $1K sold.

Ulland Investment Advisors first reported a position in BOTZ in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 326 funds tracked by Wall St. Rank hold BOTZ as of Q4 2023.

  • Ulland Investment Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 50 Global X Robotics & Artificial Intelligence ETF shares in Q4 2023, an estimated $1K.
  • Ulland Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 1 quarter.
  • Ulland Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1K in Q3 2023.
  • 326 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.