CAAS
BOTZ icon

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

Capital Asset 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
Q4 		– Sell
-264
Closed -$5K – 372
2022
Q3 		$5K Hold
264
– – ﹤0.01% 403
2022
Q2 		$5K Buy
264
+93
+54% +$2.2K ﹤0.01% 504
2022
Q1 		$5K Buy
+171
New +$5.09K ﹤0.01% 508
2021
Q4 		– Sell
-5,815
Closed -$213K – 608
2021
Q3 		$213K Buy
5,815
+961
+20% +$34.5K 0.02% 405
2021
Q2 		$170K Buy
4,854
+502
+12% +$17.2K 0.02% 448
2021
Q1 		$144K Buy
4,352
+1,781
+69% +$60.9K 0.02% 440
2020
Q4 		$85K Buy
+2,571
New +$78.6K 0.02% 494

Other funds holding BOTZ

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MTWSIF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return