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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Money Concepts Capital's BOTZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 2,127 shares — an estimated $43.7K sold.

Money Concepts Capital first reported a position in BOTZ in Q4 2020 and held it in 7 quarters. The position peaked at $68K in Q1 2022. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

Money Concepts Capital reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,127 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $43.7K.
Money Concepts Capital first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's Global X Robotics & Artificial Intelligence ETF position peaked at $68K in Q1 2022.
263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.