MHS
BOTZ icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NM
NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return