Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ACA
Aptus Capital Advisors’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Aptus Capital Advisors’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
2026
Q1
$19.1K
Buy
576
+39
+7%
+$1.44K
﹤0.01%
1415
2025
Q4
$19.5K
Buy
537
+70
+15%
+$2.54K
﹤0.01%
1420
2025
Q3
$16.5K
Sell
467
-334
-42%
-$11.3K
﹤0.01%
1378
2025
Q2
$26.2K
Buy
801
+454
+131%
+$13.4K
﹤0.01%
1251
2025
Q1
$9.88K
Sell
347
-300
-46%
-$9.68K
﹤0.01%
1277
2024
Q4
$20.7K
Buy
647
+300
+86%
+$9.78K
﹤0.01%
1207
2024
Q3
$11.2K
Hold
347
–
–
﹤0.01%
1089
2024
Q2
$10.7K
Buy
347
+201
+138%
+$6.2K
﹤0.01%
1020
2024
Q1
$4.64K
Hold
146
–
–
﹤0.01%
1090
2023
Q4
$4.16K
Sell
146
-70
-32%
-$1.79K
﹤0.01%
842
2023
Q3
$5.34K
Sell
216
-51
-19%
-$1.38K
﹤0.01%
831
2023
Q2
$7.67K
Buy
267
+51
+24%
+$1.35K
﹤0.01%
713
2023
Q1
$5.51K
Buy
+216
New
+$5.08K
﹤0.01%
719
2022
Q4
–
Sell
-200
Closed
-$4K
–
804
2022
Q3
$4K
Buy
+200
New
+$4.21K
﹤0.01%
707
2022
Q2
–
Sell
-77
Closed
-$2K
–
666
2022
Q1
$2K
Hold
77
–
–
﹤0.01%
656
2021
Q4
$3K
Hold
77
–
–
﹤0.01%
528
2021
Q3
$3K
Hold
77
–
–
﹤0.01%
505
2021
Q2
$3K
Buy
+77
New
+$2.64K
﹤0.01%
534
2021
Q1
–
Sell
-10
Closed
–
–
520
2020
Q4
$0
Buy
+10
New
+$306
﹤0.01%
478
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
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close