MWM
BOTZ icon

Merriman Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Merriman Wealth Management’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
Q2 		– Sell
-27,590
Closed -$554K – 193
2019
Q1 		$554K Buy
+27,590
New +$522K 0.1% 123

Other funds holding BOTZ

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merriman Wealth Management's BOTZ Position: Q2 2019 in Review

Merriman Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2019, closing a stake of 27,590 shares — an estimated $554K sold.

Merriman Wealth Management first reported a position in BOTZ in Q1 2019 and held it in 1 quarter. The position peaked at $554K in Q1 2019. 162 funds tracked by Wall St. Rank hold BOTZ as of Q2 2019.

  • Merriman Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 27,590 Global X Robotics & Artificial Intelligence ETF shares in Q2 2019, an estimated $554K.
  • Merriman Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and held it in 1 quarter.
  • Merriman Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $554K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2019.

Based on Merriman Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.