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

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

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

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

PNC Financial Services Group

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

NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return