M Holdings Securities’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

M Holdings Securities’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
2021 Q2	–	Sell	-6,638	Closed	-$220K	–	262
2021 Q1	$220K	Buy	+6,638	New	+$227K	0.02%	453
2020 Q2	–	Sell	-14,655	Closed	-$266K	–	172
2020 Q1	$266K	Buy	14,655 +457	+3%	+$9.42K	0.04%	220
2019 Q4	$311K	Buy	14,198 +1,332	+10%	+$28.1K	0.09%	147
2019 Q3	$258K	Hold	12,866	–	–	0.08%	153
2019 Q2	$267K	Buy	+12,866	New	+$263K	0.09%	152

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

M Holdings Securities's BOTZ Position: Q2 2021 in Review

M Holdings Securities sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2021, closing a stake of 6,638 shares — an estimated $220K sold.

M Holdings Securities first reported a position in BOTZ in Q2 2019 and held it in 5 quarters. The position peaked at $311K in Q4 2019. 280 funds tracked by Wall St. Rank hold BOTZ as of Q2 2021.

M Holdings Securities reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2021 after selling out during the quarter.
M Holdings Securities sold 6,638 Global X Robotics & Artificial Intelligence ETF shares in Q2 2021, an estimated $220K.
M Holdings Securities first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2019 and held it in 5 quarters.
M Holdings Securities's Global X Robotics & Artificial Intelligence ETF position peaked at $311K in Q4 2019.
280 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.