Next Financial Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Next Financial Group’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 Q4	$43K	Hold	1,200	–	–	﹤0.01%	1529
2021 Q3	$44K	Sell	1,200 -47,367	-98%	-$1.7M	﹤0.01%	1461
2021 Q2	$1.7M	Sell	48,567 -3,934	-7%	-$135K	0.14%	170
2021 Q1	$1.74M	Buy	52,501 +5,722	+12%	+$196K	0.15%	147
2020 Q4	$1.55M	Buy	46,779 +3,302	+8%	+$101K	0.15%	149
2020 Q3	$1.21M	Buy	+43,477	New	+$1.15M	0.13%	168
2020 Q2	–	Sell	-17,044	Closed	-$309K	–	759
2020 Q1	$309K	Sell	17,044 -5,581	-25%	-$115K	0.04%	403
2019 Q4	$495K	Buy	22,625 +22,425	+11,213%	+$474K	0.05%	376
2019 Q3	$4K	Sell	200 -47	-19%	-$919	﹤0.01%	1938
2019 Q2	$5K	Buy	+247	New	+$5.05K	﹤0.01%	1869
2019 Q1	–	Sell	-547	Closed	-$9K	–	1670
2018 Q4	$9K	Sell	547 -903	-62%	-$17.5K	﹤0.01%	1363
2018 Q3	$33K	Buy	+1,450	New	+$32.4K	0.02%	637

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's BOTZ Position: Q4 2021 in Review

Next Financial Group held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q4 2021 at 1,200 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Next Financial Group first reported a position in BOTZ in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.74M in Q1 2021. 320 funds tracked by Wall St. Rank hold BOTZ as of Q4 2021.

Next Financial Group held 1,200 shares of Global X Robotics & Artificial Intelligence ETF worth $43K as of Q4 2021.
Next Financial Group left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q4 2021.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1529 holding.
Next Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2018 and has held it in 12 quarters since.
Next Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $1.74M in Q1 2021.
320 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.