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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return