MBM Wealth Consultants’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

MBM Wealth Consultants’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	-100	Closed	-$3K	–	279
2022 Q1	$3K	Sell	100 -35	-26%	-$1.04K	﹤0.01%	270
2021 Q4	$5K	Buy	135 +35	+35%	+$1.29K	﹤0.01%	248
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	257
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	239
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	228
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	205
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	197
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	193
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	182
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	196
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	193
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	200
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	197
2018 Q4	$2K	Buy	+100	New	+$1.94K	﹤0.01%	212

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

MBM Wealth Consultants's BOTZ Position: Q2 2022 in Review

MBM Wealth Consultants sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in BOTZ in Q4 2018 and held it in 14 quarters. The position peaked at $5K in Q4 2021. 259 funds tracked by Wall St. Rank hold BOTZ as of Q2 2022.

MBM Wealth Consultants reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 100 Global X Robotics & Artificial Intelligence ETF shares in Q2 2022, an estimated $3K.
MBM Wealth Consultants first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and held it in 14 quarters.
MBM Wealth Consultants's Global X Robotics & Artificial Intelligence ETF position peaked at $5K in Q4 2021.
259 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.