AWS
BOTZ icon

Atria Wealth Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Atria Wealth Solutions’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
Q2 		$3.98M Sell
121,608
-4,260
-3% -$126K 0.09% 255
2025
Q1 		$3.58M Buy
125,868
+75,707
+151% +$2.44M 0.04% 438
2024
Q4 		$1.6M Sell
50,161
-2,898
-5% -$94.5K 0.02% 727
2024
Q3 		$1.71M Sell
53,059
-4,460
-8% -$137K 0.02% 695
2024
Q2 		$1.78M Buy
57,519
+9,771
+20% +$301K 0.02% 667
2024
Q1 		$1.52M Sell
47,748
-1,024
-2% -$30.8K 0.02% 727
2023
Q4 		$1.39M Sell
48,772
-20,549
-30% -$525K 0.02% 739
2023
Q3 		$1.71M Buy
69,321
+260
+0.4% +$7.01K 0.02% 615
2023
Q2 		$1.99M Sell
69,061
-11,005
-14% -$292K 0.03% 567
2023
Q1 		$2.04M Buy
80,066
+60,507
+309% +$1.42M 0.03% 531
2022
Q4 		$402K Sell
19,559
-11,709
-37% -$236K 0.01% 1196
2022
Q3 		$565K Sell
31,268
-8,803
-22% -$186K 0.01% 958
2022
Q2 		$817K Buy
40,071
+16,178
+68% +$382K 0.02% 784
2022
Q1 		$693K Buy
+23,893
New +$712K 0.01% 902

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Atria Wealth Solutions's BOTZ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.4% in Q2 2025, selling an estimated $126K and leaving 121,608 shares worth $3.98M. The position accounts for 0.09% of the portfolio, ranked #255.

Atria Wealth Solutions first reported a position in BOTZ in Q1 2022 and has held it in 14 quarters since. 384 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

  • Atria Wealth Solutions held 121,608 shares of Global X Robotics & Artificial Intelligence ETF worth $3.98M as of Q2 2025.
  • Atria Wealth Solutions sold 4,260 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $126K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #255 holding.
  • Atria Wealth Solutions first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2022 and has held it in 14 quarters since.
  • 384 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.