B. Riley Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-39,952	Closed	-$1.15M	–	1500
2023 Q2	$1.15M	Buy	39,952 +489	+1%	+$13K	0.03%	516
2023 Q1	$1.01M	Buy	+39,463	New	+$928K	0.03%	534
2022 Q2	–	Sell	-14,422	Closed	-$419K	–	1254
2022 Q1	$419K	Sell	14,422 -16,060	-53%	-$478K	0.01%	840
2021 Q4	$1.1M	Sell	30,482 -2,162	-7%	-$79.7K	0.03%	500
2021 Q3	$1.2M	Buy	32,644 +12,132	+59%	+$435K	0.04%	463
2021 Q2	$717K	Sell	20,512 -2,260	-10%	-$77.5K	0.02%	629
2021 Q1	$755K	Buy	22,772 +12,201	+115%	+$418K	0.03%	568
2020 Q4	$351K	Buy	+10,571	New	+$323K	0.02%	672
2018 Q3	–	Sell	-11,319	Closed	-$250K	–	722
2018 Q2	$250K	Buy	+11,319	New	+$264K	0.03%	536

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MTWSIF

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

B. Riley Wealth Advisors's BOTZ Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2023, closing a stake of 39,952 shares — an estimated $1.15M sold.

B. Riley Wealth Advisors first reported a position in BOTZ in Q2 2018 and held it in 9 quarters. The position peaked at $1.2M in Q3 2021. 307 funds tracked by Wall St. Rank hold BOTZ as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 39,952 Global X Robotics & Artificial Intelligence ETF shares in Q3 2023, an estimated $1.15M.
B. Riley Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and held it in 9 quarters.
B. Riley Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.2M in Q3 2021.
307 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.