American Capital Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

American Capital Advisory’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 Q1	–	Sell	-3	Closed	-$96	–	808
2024 Q4	$96	Sell	3 -3	-50%	-$98	﹤0.01%	456
2024 Q3	$193	Buy	6 +3	+100%	+$92	﹤0.01%	444
2024 Q2	$86	Hold	3	–	–	﹤0.01%	418
2024 Q1	$77	Hold	3	–	–	﹤0.01%	439
2023 Q4	$86	Buy	+3	New	+$77	﹤0.01%	418

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

American Capital Advisory's BOTZ Position: Q1 2025 in Review

American Capital Advisory sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 3 shares — an estimated $96 sold.

American Capital Advisory first reported a position in BOTZ in Q4 2023 and held it in 5 quarters. The position peaked at $193 in Q3 2024. 375 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

American Capital Advisory reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
American Capital Advisory sold 3 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $96.
American Capital Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and held it in 5 quarters.
American Capital Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $193 in Q3 2024.
375 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on American Capital Advisory's 13F filing for Q1 2025, filed 28 Apr 2025.