Ranch Capital Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Ranch Capital 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 Q1	–	Sell	-11,291	Closed	-$406K	–	163
2021 Q4	$406K	Sell	11,291 -3,356	-23%	-$124K	0.26%	104
2021 Q3	$536K	Buy	+14,647	New	+$526K	0.33%	90
2021 Q2	–	Sell	-10,501	Closed	-$360K	–	95
2021 Q1	$348K	Buy	10,501 +331	+3%	+$11.3K	0.23%	110
2020 Q4	$336K	Buy	10,170 +1,721	+20%	+$52.6K	0.24%	106
2020 Q3	$239K	Buy	+8,449	New	+$223K	0.19%	119

Other funds holding BOTZ

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

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

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

MTWSIF

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ranch Capital Advisors's BOTZ Position: Q1 2022 in Review

Ranch Capital Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 11,291 shares — an estimated $406K sold.

Ranch Capital Advisors first reported a position in BOTZ in Q3 2020 and held it in 5 quarters. The position peaked at $536K in Q3 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

Ranch Capital Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
Ranch Capital Advisors sold 11,291 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $406K.
Ranch Capital Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and held it in 5 quarters.
Ranch Capital Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $536K in Q3 2021.
275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Ranch Capital Advisors's 13F filing for Q1 2022, filed 12 May 2022.