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

Intercontinental 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
2022 Q4	–	Sell	-10,041	Closed	-$182K	–	265
2022 Q3	$182K	Sell	10,041 -265	-3%	-$5.58K	0.06%	261
2022 Q2	$209K	Sell	10,306 -334	-3%	-$7.89K	0.06%	269
2022 Q1	$309K	Sell	10,640 -2,701	-20%	-$80.5K	0.07%	236
2021 Q4	$479K	Buy	13,341 +750	+6%	+$27.6K	0.1%	191
2021 Q3	$460K	Buy	12,591 +138	+1%	+$4.95K	0.11%	178
2021 Q2	$435K	Buy	12,453 +4,141	+50%	+$142K	0.09%	190
2021 Q1	$275K	Buy	+8,312	New	+$284K	0.06%	225

Other funds holding BOTZ

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Intercontinental Wealth Advisors's BOTZ Position: Q4 2022 in Review

Intercontinental Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2022, closing a stake of 10,041 shares — an estimated $182K sold.

Intercontinental Wealth Advisors first reported a position in BOTZ in Q1 2021 and held it in 7 quarters. The position peaked at $479K in Q4 2021. 242 funds tracked by Wall St. Rank hold BOTZ as of Q4 2022.

Intercontinental Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 10,041 Global X Robotics & Artificial Intelligence ETF shares in Q4 2022, an estimated $182K.
Intercontinental Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and held it in 7 quarters.
Intercontinental Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $479K in Q4 2021.
242 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.