Oxford Financial Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Oxford Financial Group’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	-3,230	Closed	-$66.4K	–	263
2022 Q4	$66.4K	Buy	+3,230	New	+$65K	0.01%	212
2022 Q1	–	Sell	-2,449	Closed	-$88K	–	268
2021 Q4	$88K	Hold	2,449	–	–	0.01%	219
2021 Q3	$90K	Buy	+2,449	New	+$87.9K	0.01%	200

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 22.96% 1-Year Est. Return

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

Oxford Financial Group's BOTZ Position: Q1 2023 in Review

Oxford Financial Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023, closing a stake of 3,230 shares — an estimated $66.4K sold.

Oxford Financial Group first reported a position in BOTZ in Q3 2021 and held it in 3 quarters. The position peaked at $90K in Q3 2021. 263 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

Oxford Financial Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2023 after selling out during the quarter.
Oxford Financial Group sold 3,230 Global X Robotics & Artificial Intelligence ETF shares in Q1 2023, an estimated $66.4K.
Oxford Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and held it in 3 quarters.
Oxford Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $90K in Q3 2021.
263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.