Avestar Capital’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Avestar Capital’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
2022 Q2	–	Sell	-10,737	Closed	-$311K	–	299
2022 Q1	$311K	Buy	10,737 +2,900	+37%	+$86.4K	0.05%	302
2021 Q4	$282K	Hold	7,837	–	–	0.03%	352
2021 Q3	$287K	Hold	7,837	–	–	0.04%	358
2021 Q2	$274K	Sell	7,837 -12,224	-61%	-$419K	0.04%	347
2021 Q1	$703K	Sell	20,061 -64,727	-76%	-$2.21M	0.16%	137
2020 Q4	$2.81M	Buy	84,788 +39,764	+88%	+$1.22M	0.78%	21
2020 Q3	$1.28M	Buy	45,024 +32,112	+249%	+$846K	0.42%	38
2020 Q2	$309K	Buy	+12,912	New	+$277K	0.14%	134
2019 Q3	–	Sell	-6,036	Closed	-$124K	–	256
2019 Q2	$124K	Hold	6,036	–	–	0.08%	159
2019 Q1	$120K	Hold	6,036	–	–	0.08%	167
2018 Q4	$99K	Sell	6,036 -83,110	-93%	-$1.61M	0.07%	186
2018 Q3	$2.02M	Buy	89,146 +82,695	+1,282%	+$1.85M	1.17%	20
2018 Q2	$140K	Hold	6,451	–	–	0.09%	157
2018 Q1	$154K	Buy	6,451 +6,036	+1,454%	+$152K	0.1%	122
2017 Q4	$9K	Buy	+415	New	+$9.73K	0.01%	458

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avestar Capital's BOTZ Position: Q2 2022 in Review

Avestar Capital sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2022, closing a stake of 10,737 shares — an estimated $311K sold.

Avestar Capital first reported a position in BOTZ in Q4 2017 and held it in 15 quarters. The position peaked at $2.81M in Q4 2020. 259 funds tracked by Wall St. Rank hold BOTZ as of Q2 2022.

Avestar Capital reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 10,737 Global X Robotics & Artificial Intelligence ETF shares in Q2 2022, an estimated $311K.
Avestar Capital first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 15 quarters.
Avestar Capital's Global X Robotics & Artificial Intelligence ETF position peaked at $2.81M in Q4 2020.
259 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.