Form 13-F position report

GLOBAL X FDSROBOTICS & ARTIFIC

Reported by JONES FINANCIAL COMPANIES LLLP

BOTZ CUSIP 37954Y715 Manager CIK 0000815917

Reported 39,211 shares, up 12,659 (47.7%) from the prior quarter.

Reported value 47.4%; share count 47.7% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q4 2024
Shares 39,211 Quarter-end amount reported
Reported value $1,252,783 Fair value at quarter end
Consecutive quarters held 4 Through Q4 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

428 managers reported GLOBAL X FDSROBOTICS & ARTIFIC for Q4 2024.

Managers reporting GLOBAL X FDSROBOTICS & ARTIFIC in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 6,025,819 +105,198 0.02% $192,524,931 33 qtrs
MORGAN STANLEY Added 2,879,059 +46,843 < 0.01% $91,985,956 31 qtrs
LPL Financial LLC Added 2,108,400 +289,548 0.03% $67,363,362 32 qtrs
UBS Group AG Reduced 1,629,846 -133,589 < 0.01% $52,073,580 33 qtrs
WELLS FARGO & COMPANY MN Added 1,107,458 +124,779 < 0.01% $35,383,298 30 qtrs
Citigroup Inc Reduced 1,083,912 -131,815 0.02% $34,630,981 30 qtrs
AMERIPRISE FINANCIAL INC Reduced 1,062,943 -18,912 < 0.01% $33,959,937 22 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 841,213 -248,567 0.04% $26,877,000 29 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 669,438 -82,682 0.01% $21,388,555 30 qtrs
RAYMOND JAMES FINANCIAL INC New 610,350 +610,350 < 0.01% $19,500,661 1 qtr
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
February 06, 2025
Filing type
13F-HR
Position type
ETFs

Voting authority reported

Sole
37,259
Shared
0
None
1,951

“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.