First Allied Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

First Allied Advisory Services’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 Q3	$214K	Buy	+7,693	New	+$203K	0.01%	1040
2020 Q1	–	Sell	-9,716	Closed	-$215K	–	1080
2019 Q4	$215K	Sell	9,716 -379	-4%	-$8K	0.01%	1084
2019 Q3	$205K	Sell	10,095 -45	-0.4%	-$879	0.01%	1086
2019 Q2	$210K	Buy	10,140 +300	+3%	+$6.13K	0.01%	1072
2019 Q1	$200K	Sell	9,840 -3,084	-24%	-$58.3K	0.01%	1051
2018 Q4	$216K	Sell	12,924 -23,768	-65%	-$461K	0.01%	922
2018 Q3	$841K	Sell	36,692 -6,289	-15%	-$140K	0.03%	525
2018 Q2	$944K	Buy	42,981 +3,128	+8%	+$73.1K	0.04%	473
2018 Q1	$961K	Buy	39,853 +9,995	+33%	+$251K	0.04%	460
2017 Q4	$705K	Buy	+29,858	New	+$700K	0.03%	540

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Allied Advisory Services's BOTZ Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2020: 7,693 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1040 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in BOTZ as recently as Q4 2019.

First Allied Advisory Services first reported a position in BOTZ in Q4 2017 and has held it in 10 quarters since. The position peaked at $961K in Q1 2018. 197 funds tracked by Wall St. Rank hold BOTZ as of Q3 2020.

First Allied Advisory Services held 7,693 shares of Global X Robotics & Artificial Intelligence ETF worth $214K as of Q3 2020.
Global X Robotics & Artificial Intelligence ETF was a new First Allied Advisory Services position in Q3 2020.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1040 holding.
First Allied Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and has held it in 10 quarters since.
First Allied Advisory Services's Global X Robotics & Artificial Intelligence ETF position peaked at $961K in Q1 2018.
197 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.