WWM
BOTZ icon

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

Willingdon Wealth 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
2020
Q1 		$112K Buy
6,199
+129
+2% +$2.66K 0.03% 134
2019
Q4 		$133K Buy
6,070
+1,090
+22% +$23K 0.03% 141
2019
Q3 		$100K Buy
4,980
+236
+5% +$4.61K 0.02% 146
2019
Q2 		$98K Sell
4,744
-2,752
-37% -$56.3K 0.02% 148
2019
Q1 		$151K Buy
7,496
+734
+11% +$13.9K 0.04% 137
2018
Q4 		$113K Sell
6,762
-746
-10% -$14.5K 0.03% 148
2018
Q3 		$172K Buy
7,508
+3,403
+83% +$76K 0.05% 132
2018
Q2 		$90K Buy
4,105
+2,497
+155% +$58.3K 0.03% 155
2018
Q1 		$39K Buy
+1,608
New +$40.4K 0.01% 171

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NM
NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return