Ladenburg Thalmann Financial Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$1.36M	Sell	62,340 -1,960	-3%	-$41.4K	0.01%	1076
2019 Q3	$1.29M	Buy	64,300 +2,212	+4%	+$43.2K	0.01%	1061
2019 Q2	$1.29M	Sell	62,088 -2,246	-3%	-$45.9K	0.01%	1046
2019 Q1	$1.29M	Buy	64,334 +3,673	+6%	+$69.4K	0.01%	1015
2018 Q4	$1.02M	Sell	60,661 -7,530	-11%	-$146K	0.01%	1044
2018 Q3	$1.56M	Sell	68,191 -24,097	-26%	-$538K	0.01%	849
2018 Q2	$2.23M	Hold	92,288	–	–	0.02%	651
2018 Q1	$2.23M	Buy	92,288 +40,587	+79%	+$1.02M	0.02%	651
2017 Q4	$1.23M	Buy	51,701 +37,794	+272%	+$887K	0.01%	937
2017 Q3	$303K	Buy	13,907 +13,807	+13,807%	+$279K	﹤0.01%	1789
2017 Q2	$2K	Buy	+100	New	+$1.82K	﹤0.01%	4570

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NSLI

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

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

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

Ladenburg Thalmann Financial Services's BOTZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3% in Q4 2019, selling an estimated $41.4K and leaving 62,340 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1076.

Ladenburg Thalmann Financial Services first reported a position in BOTZ in Q2 2017 and has held it in 11 quarters since. The position peaked at $2.23M in Q2 2018. 179 funds tracked by Wall St. Rank hold BOTZ as of Q4 2019.

Ladenburg Thalmann Financial Services held 62,340 shares of Global X Robotics & Artificial Intelligence ETF worth $1.36M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,960 Global X Robotics & Artificial Intelligence ETF shares in Q4 2019, an estimated $41.4K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1076 holding.
Ladenburg Thalmann Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2017 and has held it in 11 quarters since.
Ladenburg Thalmann Financial Services's Global X Robotics & Artificial Intelligence ETF position peaked at $2.23M in Q2 2018.
179 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.