New Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

New Capital 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
2021 Q1	$0	Hold	4	–	–	﹤0.01%	122
2020 Q4	$0	Hold	4	–	–	﹤0.01%	148
2020 Q3	$0	Hold	4	–	–	﹤0.01%	123
2020 Q2	$0	Hold	4	–	–	﹤0.01%	120
2020 Q1	$0	Hold	4	–	–	﹤0.01%	104
2019 Q4	$0	Hold	4	–	–	﹤0.01%	128
2019 Q3	$0	Hold	4	–	–	﹤0.01%	128
2019 Q2	$0	Hold	4	–	–	﹤0.01%	127
2019 Q1	$0	Hold	4	–	–	﹤0.01%	129
2018 Q4	$0	Hold	4	–	–	﹤0.01%	122
2018 Q3	$0	Hold	4	–	–	﹤0.01%	146
2018 Q2	$0	Buy	+4	New	+$93	﹤0.01%	141

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

New Capital Management's BOTZ Position: Q1 2021 in Review

New Capital Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2021 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #122.

New Capital Management first reported a position in BOTZ in Q2 2018 and has held it in 12 quarters since. 258 funds tracked by Wall St. Rank hold BOTZ as of Q1 2021.

New Capital Management held 4 shares of Global X Robotics & Artificial Intelligence ETF worth $0 as of Q1 2021.
New Capital Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q1 2021.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of New Capital Management's portfolio in Q1 2021, its #122 holding.
New Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and has held it in 12 quarters since.
258 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.