New England Private Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

New England Private 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 Q3	–	Sell	-20,768	Closed	-$603K	–	95
2022 Q2	$603K	Sell	20,768 -2	-0%	-$47	0.11%	69
2022 Q1	$603K	Buy	20,770 +3,930	+23%	+$117K	0.11%	69
2021 Q4	$606K	Buy	16,840 +3,524	+26%	+$130K	0.11%	70
2021 Q3	$487K	Buy	13,316 +3,766	+39%	+$135K	0.09%	74
2021 Q2	$335K	Buy	+9,550	New	+$328K	0.06%	82
2019 Q2	–	Sell	-10,876	Closed	-$217K	–	168
2019 Q1	$217K	Sell	10,876 -3,509	-24%	-$66.3K	0.06%	147
2018 Q4	$240K	Sell	14,385 -128,006	-90%	-$2.49M	0.07%	118
2018 Q3	$3.26M	Sell	142,391 -16,932	-11%	-$378K	0.87%	26
2018 Q2	$3.51M	Sell	159,323 -37,253	-19%	-$870K	0.99%	25
2018 Q1	$4.75M	Buy	196,576 +103,173	+110%	+$2.59M	1.34%	19
2017 Q4	$2.21M	Buy	93,403 +84,027	+896%	+$1.97M	0.62%	35
2017 Q3	$204K	Buy	+9,376	New	+$189K	0.06%	133

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Private Wealth Advisors's BOTZ Position: Q3 2022 in Review

New England Private Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2022, closing a stake of 20,768 shares — an estimated $603K sold.

New England Private Wealth Advisors first reported a position in BOTZ in Q3 2017 and held it in 12 quarters. The position peaked at $4.75M in Q1 2018. 240 funds tracked by Wall St. Rank hold BOTZ as of Q3 2022.

New England Private Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2022 after selling out during the quarter.
New England Private Wealth Advisors sold 20,768 Global X Robotics & Artificial Intelligence ETF shares in Q3 2022, an estimated $603K.
New England Private Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and held it in 12 quarters.
New England Private Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $4.75M in Q1 2018.
240 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2022.

Based on New England Private Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.