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

AllSquare 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	$10.6K	Hold	300	–	–	0.01%	378
2025 Q2	$9.79K	Hold	300	–	–	0.01%	382
2025 Q1	$8.54K	Hold	300	–	–	0.01%	394
2024 Q4	$9.59K	Hold	300	–	–	0.01%	383
2024 Q3	$9.64K	Hold	300	–	–	0.01%	386
2024 Q2	$9.26K	Hold	300	–	–	0.01%	383
2024 Q1	$9.54K	Hold	300	–	–	0.01%	379
2023 Q4	$8.55K	Hold	300	–	–	0.01%	385
2023 Q3	$7.42K	Hold	300	–	–	﹤0.01%	394
2023 Q2	$8.33K	Hold	300	–	–	0.01%	397
2023 Q1	$7.65K	Hold	300	–	–	0.01%	402
2022 Q4	$6.17K	Hold	300	–	–	﹤0.01%	402
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	410
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	406
2022 Q1	$9K	Hold	300	–	–	0.01%	389
2021 Q4	$11K	Hold	300	–	–	0.01%	375
2021 Q3	$11K	Hold	300	–	–	0.01%	360
2021 Q2	$10K	Hold	300	–	–	0.01%	386
2021 Q1	$10K	Hold	300	–	–	0.01%	379
2020 Q4	$10K	Buy	+300	New	+$9.18K	0.01%	346

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

AllSquare Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q3 2025 at 300 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #378.

AllSquare Wealth Management first reported a position in BOTZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $11K in Q4 2021. 406 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

AllSquare Wealth Management held 300 shares of Global X Robotics & Artificial Intelligence ETF worth $10.6K as of Q3 2025.
AllSquare Wealth Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q3 2025.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #378 holding.
AllSquare Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 20 quarters since.
AllSquare Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $11K in Q4 2021.
406 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.