Capital Advisory Group Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Capital Advisory Group Advisory Services’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	-550	Closed	-$16K	–	245
2022 Q1	$16K	Buy	+550	New	+$16.4K	0.01%	320
2021 Q4	–	Sell	-430	Closed	-$16K	–	212
2021 Q3	$16K	Hold	430	–	–	0.01%	355
2021 Q2	$15K	Buy	430 +145	+51%	+$4.97K	0.01%	360
2021 Q1	$9K	Sell	285 -300	-51%	-$10.3K	﹤0.01%	390
2020 Q4	$19K	Buy	585 +485	+485%	+$14.8K	0.01%	313
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	417
2020 Q2	$2K	Sell	100 -143	-59%	-$3.06K	﹤0.01%	417
2020 Q1	$5K	Buy	+243	New	+$5.01K	0.01%	302
2019 Q4	–	Sell	-1,243	Closed	-$25K	–	224
2019 Q3	$25K	Sell	1,243 -483	-28%	-$9.44K	0.02%	193
2019 Q2	$36K	Hold	1,726	–	–	0.02%	174
2019 Q1	$35K	Sell	1,726 -1,806	-51%	-$34.1K	0.03%	167
2018 Q4	$59K	Sell	3,532 -11,246	-76%	-$218K	0.05%	122
2018 Q3	$335K	Sell	14,778 -19,168	-56%	-$428K	0.22%	54
2018 Q2	$744K	Sell	33,946 -5,337	-14%	-$125K	0.54%	29
2018 Q1	$950K	Buy	+39,283	New	+$988K	0.69%	24

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Advisory Group Advisory Services's BOTZ Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2022, closing a stake of 550 shares — an estimated $16K sold.

Capital Advisory Group Advisory Services first reported a position in BOTZ in Q1 2018 and held it in 15 quarters. The position peaked at $950K in Q1 2018. 259 funds tracked by Wall St. Rank hold BOTZ as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 550 Global X Robotics & Artificial Intelligence ETF shares in Q2 2022, an estimated $16K.
Capital Advisory Group Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Global X Robotics & Artificial Intelligence ETF position peaked at $950K in Q1 2018.
259 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.