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

Valeo Financial 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
2021
Q2 		– Sell
-1,895
Closed -$63K – 691
2021
Q1 		$63K Buy
1,895
+275
+17% +$9.41K ﹤0.01% 775
2020
Q4 		$54K Buy
+1,620
New +$49.6K ﹤0.01% 750
2020
Q1 		– Sell
-50
Closed -$1K – 1794
2019
Q4 		$1K Buy
+50
New +$1.06K ﹤0.01% 1517

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Valeo Financial Advisors's BOTZ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2021, closing a stake of 1,895 shares — an estimated $63K sold.

Valeo Financial Advisors first reported a position in BOTZ in Q4 2019 and held it in 3 quarters. The position peaked at $63K in Q1 2021. 280 funds tracked by Wall St. Rank hold BOTZ as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,895 Global X Robotics & Artificial Intelligence ETF shares in Q2 2021, an estimated $63K.
  • Valeo Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $63K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.