KMG Fiduciary Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

KMG Fiduciary Partners’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	-12,571	Closed	-$452K	–	203
2021 Q4	$452K	Buy	12,571 +431	+4%	+$15.9K	0.07%	144
2021 Q3	$444K	Hold	12,140	–	–	0.08%	139
2021 Q2	$424K	Buy	12,140 +4,901	+68%	+$168K	0.07%	144
2021 Q1	$240K	Buy	+7,239	New	+$248K	0.05%	157

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

KMG Fiduciary Partners's BOTZ Position: Q1 2022 in Review

KMG Fiduciary Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 12,571 shares — an estimated $452K sold.

KMG Fiduciary Partners first reported a position in BOTZ in Q1 2021 and held it in 4 quarters. The position peaked at $452K in Q4 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

KMG Fiduciary Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
KMG Fiduciary Partners sold 12,571 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $452K.
KMG Fiduciary Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and held it in 4 quarters.
KMG Fiduciary Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $452K in Q4 2021.
275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on KMG Fiduciary Partners's 13F filing for Q1 2022, filed 19 Apr 2022.