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

Strategic Wealth Management 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 Q2	$1.38M	Buy	39,594 +7,207	+22%	+$247K	0.51%	25
2021 Q1	$1.07M	Buy	32,387 +2,643	+9%	+$90.4K	0.41%	32
2020 Q4	$986K	Buy	29,744 +368	+1%	+$11.3K	0.43%	32
2020 Q3	$819K	Buy	29,376 +2,218	+8%	+$58.5K	0.4%	38
2020 Q2	$648K	Buy	27,158 +8,392	+45%	+$180K	0.38%	36
2020 Q1	$340K	Buy	18,766 +746	+4%	+$15.4K	0.25%	51
2019 Q4	$394K	Buy	18,020 +3,408	+23%	+$72K	0.26%	54
2019 Q3	$293K	Buy	+14,612	New	+$286K	0.21%	61

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

MTWSIF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Strategic Wealth Management Group's BOTZ Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 22% in Q2 2021, buying an estimated $247K and bringing the position to 39,594 shares worth $1.38M. The position accounts for 0.51% of the portfolio, ranked #25.

Strategic Wealth Management Group first reported a position in BOTZ in Q3 2019 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold BOTZ as of Q2 2021.

Strategic Wealth Management Group held 39,594 shares of Global X Robotics & Artificial Intelligence ETF worth $1.38M as of Q2 2021.
Strategic Wealth Management Group bought 7,207 Global X Robotics & Artificial Intelligence ETF shares in Q2 2021, an estimated $247K.
Global X Robotics & Artificial Intelligence ETF made up 0.51% of Strategic Wealth Management Group's portfolio in Q2 2021, its #25 holding.
Strategic Wealth Management Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2019 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.