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

Accredited 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
2025
Q3 		$13.3K Buy
1,362
+987
+263% +$33.3K 0.01% 238
2025
Q2 		$12.3K Hold
375
– – 0.01% 240
2025
Q1 		$10.7K Sell
375
-866
-70% -$28K 0.01% 239
2024
Q4 		$39.6K Buy
+1,241
New +$40.4K 0.03% 152

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Accredited Wealth Management's BOTZ Position: Q3 2025 in Review

Accredited Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 263% in Q3 2025, buying an estimated $33.3K and bringing the position to 1,362 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #238.

Accredited Wealth Management first reported a position in BOTZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $39.6K in Q4 2024. 406 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

  • Accredited Wealth Management held 1,362 shares of Global X Robotics & Artificial Intelligence ETF worth $13.3K as of Q3 2025.
  • Accredited Wealth Management bought 987 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $33.3K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #238 holding.
  • Accredited Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $39.6K in Q4 2024.
  • 406 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.