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Wagner Wealth Management (South Carolina)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-91
Closed -$2K – 297
2022
Q3 		$2K Hold
91
– – ﹤0.01% 598
2022
Q2 		$2K Buy
+91
New +$2.15K ﹤0.01% 607
2022
Q1 		– Sell
-91
Closed -$3K – 264
2021
Q4 		$3K Hold
91
– – ﹤0.01% 599
2021
Q3 		$3K Buy
91
+13
+17% +$467 ﹤0.01% 574
2021
Q2 		$3K Hold
78
– – ﹤0.01% 610
2021
Q1 		$3K Buy
+78
New +$2.67K ﹤0.01% 581
2018
Q3 		$31K Sell
1,350
-1,405
-51% -$31.4K 0.02% 295
2018
Q2 		$61K Sell
2,755
-1,985
-42% -$46.4K 0.04% 219
2018
Q1 		$115K Buy
+4,740
New +$119K 0.09% 158

Other funds holding BOTZ

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MTWSIF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return