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

United Capital Financial 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	-9,742	Closed	-$350K	–	1166
2021 Q4	$350K	Buy	9,742 +3,797	+64%	+$140K	﹤0.01%	970
2021 Q3	$217K	Buy	5,945 +132	+2%	+$4.74K	﹤0.01%	1113
2021 Q2	$203K	Sell	5,813 -482	-8%	-$16.5K	﹤0.01%	1167
2021 Q1	$209K	Buy	6,295 +232	+4%	+$7.94K	﹤0.01%	1108
2020 Q4	$201K	Buy	+6,063	New	+$185K	﹤0.01%	1126
2020 Q3	–	Sell	-9,052	Closed	-$216K	–	1164
2020 Q2	$216K	Buy	+9,052	New	+$194K	﹤0.01%	1083
2020 Q1	–	Sell	-9,555	Closed	-$209K	–	1213
2019 Q4	$209K	Buy	+9,555	New	+$202K	﹤0.01%	1268
2018 Q2	–	Sell	-8,544	Closed	-$207K	–	1312
2018 Q1	$207K	Buy	+8,544	New	+$215K	﹤0.01%	1221

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

United Capital Financial Advisors's BOTZ Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 9,742 shares — an estimated $350K sold.

United Capital Financial Advisors first reported a position in BOTZ in Q1 2018 and held it in 8 quarters. The position peaked at $350K in Q4 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

United Capital Financial Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 9,742 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $350K.
United Capital Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 8 quarters.
United Capital Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $350K in Q4 2021.
275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.