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Financial Architects (New Jersey)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-2,000
Closed -$47K – 1403
2017
Q4 		$47K Buy
+2,000
New +$46.9K 0.01% 707

Other funds holding BOTZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Architects (New Jersey)'s BOTZ Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2018, closing a stake of 3,485 shares — an estimated $84K sold.

Financial Architects (New Jersey) first reported a position in BOTZ in Q4 2017 and held it in 2 quarters. The position peaked at $100K in Q4 2017. 177 funds tracked by Wall St. Rank hold BOTZ as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,485 Global X Robotics & Artificial Intelligence ETF shares in Q2 2018, an estimated $84K.
  • Financial Architects (New Jersey) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Global X Robotics & Artificial Intelligence ETF position peaked at $100K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.