Axos Invest’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Axos Invest’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	-7,665	Closed	-$245K	–	23
2024 Q4	$245K	Sell	7,665 -434	-5%	-$14.1K	0.18%	23
2024 Q3	$260K	Buy	+8,099	New	+$248K	0.18%	22

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

Axos Invest's BOTZ Position: Q1 2025 in Review

Axos Invest sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 7,665 shares — an estimated $245K sold.

Axos Invest first reported a position in BOTZ in Q3 2024 and held it in 2 quarters. The position peaked at $260K in Q3 2024. 375 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

Axos Invest reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
Axos Invest sold 7,665 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $245K.
Axos Invest first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and held it in 2 quarters.
Axos Invest's Global X Robotics & Artificial Intelligence ETF position peaked at $260K in Q3 2024.
375 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Axos Invest's 13F filing for Q1 2025, filed 22 Apr 2025.