Form 13-F position report

GLOBAL X FDSROBOTICS & ARTIFIC

Reported by JONES FINANCIAL COMPANIES LLLP

BOTZ CUSIP 37954Y715 Manager CIK 0000815917

First reported at 2,809 shares this quarter.

New
% of reported 13F value < 0.01% This manager · Q1 2024
Shares 2,809 Quarter-end amount reported
Reported value $89,354 Fair value at quarter end
Consecutive quarters held 1 Through Q1 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-03-31 89354
2024-06-30 400870
2024-09-30 849659
2024-12-31 1252783
2025-03-31 2126693
2025-06-30 3641525
2025-09-30 4947262
2025-12-31 6537922
2026-03-31 8026938
2026-06-30 11102090

Quarterly position history

How this manager's reported quarter-end position changed over time.

10 quarters
Quarterly reported position history for GLOBAL X FDSROBOTICS & ARTIFIC held by JONES FINANCIAL COMPANIES LLLP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 308,306 +60,989 (24.7%) < 0.01% $11,102,090 2026-08-14
Q1 2026 Added 247,317 +67,115 (37.2%) < 0.01% $8,026,938 2026-05-15
Q4 2025 Added 180,202 +38,243 (26.9%) < 0.01% $6,537,922 2026-02-17
Q3 2025 Added 141,959 +29,981 (26.8%) < 0.01% $4,947,262 2025-11-04
Q2 2025 Added 111,978 +38,517 (52.4%) < 0.01% $3,641,525 2025-08-13
Q1 2025 Added 73,461 +34,250 (87.3%) < 0.01% $2,126,693 2025-05-16
Q4 2024 Added 39,211 +12,659 (47.7%) < 0.01% $1,252,783 2025-02-06
Q3 2024 Added 26,552 +13,558 (104.3%) < 0.01% $849,659 2024-11-12
Q2 2024 Added 12,994 +10,185 (362.6%) < 0.01% $400,870 2024-08-14
Q1 2024 New 2,809 +2,809 (0.0%) < 0.01% $89,354 2024-05-14

Who else reported the position

393 managers reported GLOBAL X FDSROBOTICS & ARTIFIC for Q1 2024.

Managers reporting GLOBAL X FDSROBOTICS & ARTIFIC in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 6,396,865 +752,784 0.02% $203,484,288 30 qtrs
MORGAN STANLEY Added 2,989,293 +194,047 < 0.01% $95,089,435 28 qtrs
UBS Group AG Added 1,843,775 +355,909 0.01% $58,650,483 30 qtrs
LPL Financial LLC Added 1,725,678 +5,952 0.03% $54,893,799 29 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 1,147,509 +753,207 0.01% $36,502,249 22 qtrs
Citigroup Inc Added 1,088,132 +166,394 0.02% $34,613,480 27 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 1,072,184 -203,013 0.02% $34,106,179 27 qtrs
JPMorgan Chase & Co Added 972,146 +37,403 < 0.01% $30,923,956 26 qtrs
WELLS FARGO & COMPANY MN Added 935,955 +213,823 < 0.01% $29,772,748 27 qtrs
AMERIPRISE FINANCIAL INC Added 896,089 +498,861 < 0.01% $28,518,293 19 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 14, 2024
Filing type
13F-HR
Position type
ETFs

Voting authority reported

Sole
2,809
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.