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UMB Bank’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

UMB Bank’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
-427
Closed -$12.2K – 2149
2023
Q4 		$12.2K Buy
427
+405
+1,841% +$10.3K ﹤0.01% 1236
2023
Q3 		$544 Buy
+22
New +$594 ﹤0.01% 1636
2022
Q1 		– Sell
-595
Closed -$21K – 1979
2021
Q4 		$21K Buy
+595
New +$21.9K ﹤0.01% 1253

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UMB Bank's BOTZ Position: Q1 2024 in Review

UMB Bank sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2024, closing a stake of 427 shares — an estimated $12.2K sold.

UMB Bank first reported a position in BOTZ in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 365 funds tracked by Wall St. Rank hold BOTZ as of Q1 2024.

  • UMB Bank reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 427 Global X Robotics & Artificial Intelligence ETF shares in Q1 2024, an estimated $12.2K.
  • UMB Bank first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 3 quarters.
  • UMB Bank's Global X Robotics & Artificial Intelligence ETF position peaked at $21K in Q4 2021.
  • 365 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.