CFA
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Cahill Financial Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cahill 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
2020
Q1 		– Sell
-10,510
Closed -$230K – 149
2019
Q4 		$230K Sell
10,510
-500
-5% -$10.6K 0.08% 148
2019
Q3 		$221K Buy
11,010
+210
+2% +$4.1K 0.09% 148
2019
Q2 		$225K Buy
+10,800
New +$221K 0.09% 146
2018
Q4 		– Sell
-10,708
Closed -$245K – 146
2018
Q3 		$245K Hold
10,708
– – 0.11% 134
2018
Q2 		$236K Buy
+10,708
New +$250K 0.11% 139

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return