AWA
BOTZ icon

Acorn Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-300
Closed -$7K – 555
2018
Q1 		$7K Buy
+300
New +$7.55K 0.01% 563

Other funds holding BOTZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Acorn Wealth Advisors's BOTZ Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2018, closing a stake of 300 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in BOTZ in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 177 funds tracked by Wall St. Rank hold BOTZ as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 300 Global X Robotics & Artificial Intelligence ETF shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $7K in Q1 2018.
  • 177 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.