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	–	296
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BOTZ Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2022, closing a stake of 91 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in BOTZ in Q1 2018 and held it in 9 quarters. The position peaked at $115K in Q1 2018. 242 funds tracked by Wall St. Rank hold BOTZ as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 91 Global X Robotics & Artificial Intelligence ETF shares in Q4 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s Global X Robotics & Artificial Intelligence ETF position peaked at $115K in Q1 2018.
242 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.