CAWM
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Capital A Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Capital A Wealth Management’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
-851
Closed -$27.2K – 734
2024
Q4 		$27.2K Buy
+851
New +$27.7K 0.05% 201

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Capital A Wealth Management's BOTZ Position: Q1 2025 in Review

Capital A Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 851 shares — an estimated $27.2K sold.

Capital A Wealth Management first reported a position in BOTZ in Q4 2024 and held it in 1 quarter. The position peaked at $27.2K in Q4 2024. 375 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

  • Capital A Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 851 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $27.2K.
  • Capital A Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $27.2K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.