Form 13-F position report

GLOBAL X FDSROBOTICS & ARTIFIC

Reported by Modern Wealth Management LLC

BOTZ CUSIP 37954Y715 Manager CIK 0002001900

First reported at 140,801 shares this quarter.

New
% of reported 13F value 0.17% This manager · Q4 2024
Shares 140,801 Quarter-end amount reported
Reported value $4,498,592 Fair value at quarter end
Consecutive quarters held 1 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
2024-12-31 4498592
2025-03-31 4006030
2025-06-30 9096519
2025-09-30 11060077
2025-12-31 12427397
2026-03-31 12806851
2026-06-30 14653301

Quarterly position history

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

7 quarters
Quarterly reported position history for GLOBAL X FDSROBOTICS & ARTIFIC held by Modern Wealth Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 386,223 +8,440 (2.2%) 0.17% $14,653,301 2026-08-13
Q1 2026 Added 377,783 +34,769 (10.1%) 0.22% $12,806,851 2026-05-14
Q4 2025 Added 343,014 +30,847 (9.9%) 0.23% $12,427,397 2026-02-17
Q3 2025 Added 312,167 +33,560 (12.0%) 0.22% $11,060,077 2025-11-12
Q2 2025 Added 278,607 +137,847 (97.9%) 0.22% $9,096,519 2025-08-14
Q1 2025 Reduced 140,760 -41 (0.0%) 0.13% $4,006,030 2025-05-15
Q4 2024 New 140,801 +140,801 (0.0%) 0.17% $4,498,592 2025-02-11

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 11, 2025
Filing type
13F-HR
Position type
RBTCS ARTFL INTE

Voting authority reported

Sole
0
Shared
0
None
140,801

“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.