USCA RIA’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

USCA RIA’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
2018 Q4	–	Sell	-22,000	Closed	-$503K	–	429
2018 Q3	$503K	Hold	22,000	–	–	0.05%	309
2018 Q2	$484K	Hold	22,000	–	–	0.05%	304
2018 Q1	$532K	Hold	22,000	–	–	0.06%	287
2017 Q4	$521K	Buy	+22,000	New	+$516K	0.06%	285

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

USCA RIA's BOTZ Position: Q4 2018 in Review

USCA RIA sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2018, closing a stake of 22,000 shares — an estimated $503K sold.

USCA RIA first reported a position in BOTZ in Q4 2017 and held it in 4 quarters. The position peaked at $532K in Q1 2018. 158 funds tracked by Wall St. Rank hold BOTZ as of Q4 2018.

USCA RIA reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2018 after selling out during the quarter.
USCA RIA sold 22,000 Global X Robotics & Artificial Intelligence ETF shares in Q4 2018, an estimated $503K.
USCA RIA first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 4 quarters.
USCA RIA's Global X Robotics & Artificial Intelligence ETF position peaked at $532K in Q1 2018.
158 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2018.

Based on USCA RIA's 13F filing for Q4 2018, filed 12 Feb 2019.