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Montag & Associates’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Montag & Associates’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
-25
Closed -$1K – 848
2021
Q4 		$1K Hold
25
– – ﹤0.01% 818
2021
Q3 		$1K Hold
25
– – ﹤0.01% 818
2021
Q2 		$1K Hold
25
– – ﹤0.01% 811
2021
Q1 		$1K Buy
+25
New +$855 ﹤0.01% 810

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
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
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Montag & Associates's BOTZ Position: Q1 2022 in Review

Montag & Associates sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Montag & Associates first reported a position in BOTZ in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

  • Montag & Associates reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 25 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $1K.
  • Montag & Associates first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's Global X Robotics & Artificial Intelligence ETF position peaked at $1K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.