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

Advisor 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
2019 Q4	$2.91M	Sell	133,115 -24,314	-15%	-$513K	0.02%	638
2019 Q3	$3.15M	Buy	157,429 +6,181	+4%	+$121K	0.02%	588
2019 Q2	$3.14M	Buy	151,248 +41,263	+38%	+$844K	0.02%	575
2019 Q1	$2.21M	Sell	109,985 -8,437	-7%	-$159K	0.02%	679
2018 Q4	$1.98M	Sell	118,422 -7,601	-6%	-$148K	0.02%	642
2018 Q3	$2.88M	Sell	126,023 -7,286	-5%	-$163K	0.03%	515
2018 Q2	$2.94M	Buy	133,309 +294	+0.2%	+$6.87K	0.04%	398
2018 Q1	$3.22M	Buy	133,015 +56,957	+75%	+$1.43M	0.04%	376
2017 Q4	$1.8M	Buy	76,058 +49,879	+191%	+$1.17M	0.02%	599
2017 Q3	$570K	Buy	26,179 +25,489	+3,694%	+$515K	0.01%	1116
2017 Q2	$13K	Sell	690 -198	-22%	-$3.6K	﹤0.01%	3780
2017 Q1	$15K	Buy	+888	New	+$14.6K	﹤0.01%	3535

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group's BOTZ Position: Q4 2019 in Review

Advisor Group reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 15% in Q4 2019, selling an estimated $513K and leaving 133,115 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #638.

Advisor Group first reported a position in BOTZ in Q1 2017 and has held it in 12 quarters since. The position peaked at $3.22M in Q1 2018. 179 funds tracked by Wall St. Rank hold BOTZ as of Q4 2019.

Advisor Group held 133,115 shares of Global X Robotics & Artificial Intelligence ETF worth $2.91M as of Q4 2019.
Advisor Group sold 24,314 Global X Robotics & Artificial Intelligence ETF shares in Q4 2019, an estimated $513K.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #638 holding.
Advisor Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2017 and has held it in 12 quarters since.
Advisor Group's Global X Robotics & Artificial Intelligence ETF position peaked at $3.22M in Q1 2018.
179 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.