RFWA
BOTZ icon

RPg Family Wealth Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

RPg Family Wealth Advisory’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
2020
Q4 		$35.6K Hold
1,075
– – 0.02% 184
2020
Q3 		$30K Hold
1,075
– – 0.02% 192
2020
Q2 		$25.7K Hold
1,075
– – 0.02% 200
2020
Q1 		$19.5K Buy
+1,075
New +$22.1K 0.02% 189
2019
Q4 		– Sell
-1,075
Closed -$21.5K – 274
2019
Q3 		$21.5K Hold
1,075
– – 0.01% 219
2019
Q2 		$22.3K Hold
1,075
– – 0.01% 212
2019
Q1 		$21.6K Hold
1,075
– – 0.01% 220
2018
Q4 		$18K Hold
1,075
– – 0.02% 166
2018
Q3 		$24.6K Buy
+1,075
New +$24K 0.02% 157

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Morgan Stanley
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PNC Financial Services Group
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NM
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Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return