Boyce & Associates Wealth Consulting’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Boyce & Associates Wealth Consulting’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	–	Sell	-7,116	Closed	-$203K	–	72
2025 Q1	$203K	Hold	7,116	–	–	0.2%	68
2024 Q4	$227K	Hold	7,116	–	–	0.23%	65
2024 Q3	$229K	Buy	7,116 +7	+0.1%	+$214	0.24%	65
2024 Q2	$219K	Hold	7,109	–	–	0.26%	63
2024 Q1	$226K	Buy	7,109 +1	+0%	+$30	0.29%	54
2023 Q4	$203K	Buy	+7,108	New	+$181K	0.29%	50
2023 Q3	–	Sell	-7,198	Closed	-$207K	–	49
2023 Q2	$207K	Buy	+7,198	New	+$191K	0.35%	45
2022 Q2	–	Sell	-7,350	Closed	-$213K	–	49
2022 Q1	$213K	Buy	+7,350	New	+$219K	0.32%	48

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Boyce & Associates Wealth Consulting's BOTZ Position: Q2 2025 in Review

Boyce & Associates Wealth Consulting sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2025, closing a stake of 7,116 shares — an estimated $203K sold.

Boyce & Associates Wealth Consulting first reported a position in BOTZ in Q1 2022 and held it in 8 quarters. The position peaked at $229K in Q3 2024. 385 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

Boyce & Associates Wealth Consulting reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2025 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 7,116 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $203K.
Boyce & Associates Wealth Consulting first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2022 and held it in 8 quarters.
Boyce & Associates Wealth Consulting's Global X Robotics & Artificial Intelligence ETF position peaked at $229K in Q3 2024.
385 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.