Edge Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-1,868	Closed	-$67K	–	156
2021 Q4	$67K	Hold	1,868	–	–	0.01%	157
2021 Q3	$68K	Hold	1,868	–	–	0.01%	163
2021 Q2	$65K	Hold	1,868	–	–	0.01%	170
2021 Q1	$62K	Buy	1,868 +868	+87%	+$29.7K	0.01%	176
2020 Q4	$33K	Hold	1,000	–	–	0.01%	209
2020 Q3	$28K	Hold	1,000	–	–	0.01%	237
2020 Q2	$24K	Hold	1,000	–	–	﹤0.01%	334
2020 Q1	$18K	Sell	1,000 -1,000	-50%	-$20.6K	﹤0.01%	329
2019 Q4	$44K	Hold	2,000	–	–	0.01%	261
2019 Q3	$40K	Hold	2,000	–	–	0.01%	269
2019 Q2	$42K	Hold	2,000	–	–	0.01%	271
2019 Q1	$40K	Hold	2,000	–	–	0.01%	260
2018 Q4	$33K	Hold	2,000	–	–	0.01%	281
2018 Q3	$46K	Hold	2,000	–	–	0.01%	264
2018 Q2	$44K	Hold	2,000	–	–	0.01%	255
2018 Q1	$48K	Buy	+2,000	New	+$50.3K	0.01%	229

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

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

MTWSIF

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

NWI Management New York $2.16B AUM 62.95% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Edge Wealth Management's BOTZ Position: Q1 2022 in Review

Edge Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 1,868 shares — an estimated $67K sold.

Edge Wealth Management first reported a position in BOTZ in Q1 2018 and held it in 16 quarters. The position peaked at $68K in Q3 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

Edge Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 1,868 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $67K.
Edge Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 16 quarters.
Edge Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $68K in Q3 2021.
275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.