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WealthPLAN Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-120
Closed -$3.45K – 411
2023
Q2 		$3.45K Hold
120
– – ﹤0.01% 973
2023
Q1 		$3.06K Buy
+120
New +$2.82K ﹤0.01% 1070

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WealthPLAN Partners's BOTZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 120 shares — an estimated $3.45K sold.

WealthPLAN Partners first reported a position in BOTZ in Q1 2023 and held it in 2 quarters. The position peaked at $3.45K in Q2 2023. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 120 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $3.45K.
  • WealthPLAN Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $3.45K in Q2 2023.
  • 307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.