MCC
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Money Concepts Capital’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-2,127
Closed -$43.7K – 769
2022
Q4 		$43.7K Buy
2,127
+836
+65% +$16.8K ﹤0.01% 1306
2022
Q3 		$23K Hold
1,291
– – ﹤0.01% 877
2022
Q2 		$27K Sell
1,291
-1,042
-45% -$24.6K ﹤0.01% 818
2022
Q1 		$68K Buy
2,333
+1,042
+81% +$31K ﹤0.01% 1121
2021
Q4 		$46K Buy
+1,291
New +$47.6K ﹤0.01% 602
2021
Q1 		$43K Hold
1,291
– – ﹤0.01% 581
2020
Q4 		$43K Buy
+1,291
New +$39.5K ﹤0.01% 530

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Morgan Stanley
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return