Callan Capital’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Callan Capital’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	$374K	Hold	13,134	–	–	0.03%	250
2024 Q4	$420K	Sell	13,134 -657	-5%	-$21.4K	0.03%	208
2024 Q3	$443K	Hold	13,791	–	–	0.03%	196
2024 Q2	$425K	Sell	13,791 -584	-4%	-$18K	0.04%	184
2024 Q1	$457K	Sell	14,375 -19,625	-58%	-$591K	0.04%	150
2023 Q4	$969K	Buy	+34,000	New	+$868K	0.09%	90

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

Callan Capital's BOTZ Position: Q1 2025 in Review

Callan Capital held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2025 at 13,134 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #250.

Callan Capital first reported a position in BOTZ in Q4 2023 and has held it in 6 quarters since. The position peaked at $969K in Q4 2023. 374 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

Callan Capital held 13,134 shares of Global X Robotics & Artificial Intelligence ETF worth $374K as of Q1 2025.
Callan Capital left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q1 2025.
Global X Robotics & Artificial Intelligence ETF made up 0.03% of Callan Capital's portfolio in Q1 2025, its #250 holding.
Callan Capital first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 6 quarters since.
Callan Capital's Global X Robotics & Artificial Intelligence ETF position peaked at $969K in Q4 2023.
374 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.