Burt Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Burt 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
2021 Q1	–	Sell	-418	Closed	-$14K	–	126
2020 Q4	$14K	Hold	418	–	–	﹤0.01%	269
2020 Q3	$12K	Hold	418	–	–	﹤0.01%	270
2020 Q2	$10K	Hold	418	–	–	﹤0.01%	266
2020 Q1	$8K	Hold	418	–	–	﹤0.01%	277
2019 Q4	$9K	Hold	418	–	–	﹤0.01%	273
2019 Q3	$8K	Hold	418	–	–	﹤0.01%	279
2019 Q2	$9K	Hold	418	–	–	﹤0.01%	274
2019 Q1	$8K	Hold	418	–	–	﹤0.01%	284
2018 Q4	$7K	Hold	418	–	–	﹤0.01%	287
2018 Q3	$10K	Hold	418	–	–	﹤0.01%	293
2018 Q2	$9K	Buy	+418	New	+$9.77K	﹤0.01%	286

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

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

Burt Wealth Advisors's BOTZ Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2021, closing a stake of 418 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in BOTZ in Q2 2018 and held it in 11 quarters. The position peaked at $14K in Q4 2020. 258 funds tracked by Wall St. Rank hold BOTZ as of Q1 2021.

Burt Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 418 Global X Robotics & Artificial Intelligence ETF shares in Q1 2021, an estimated $14K.
Burt Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and held it in 11 quarters.
Burt Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $14K in Q4 2020.
258 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.