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Cardiff Park Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cardiff Park Advisors’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
-40
Closed -$1.28K – 349
2024
Q4 		$1.28K Hold
40
– – ﹤0.01% 337
2024
Q3 		$1.29K Hold
40
– – ﹤0.01% 338
2024
Q2 		$1.23K Hold
40
– – ﹤0.01% 331
2024
Q1 		$1.27K Hold
40
– – ﹤0.01% 348
2023
Q4 		$1.14K Buy
+40
New +$1.02K ﹤0.01% 330

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

Cardiff Park Advisors's BOTZ Position: Q1 2025 in Review

Cardiff Park Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 40 shares — an estimated $1.28K sold.

Cardiff Park Advisors first reported a position in BOTZ in Q4 2023 and held it in 5 quarters. The position peaked at $1.29K in Q3 2024. 375 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

  • Cardiff Park Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • Cardiff Park Advisors sold 40 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $1.28K.
  • Cardiff Park Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and held it in 5 quarters.
  • Cardiff Park Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.29K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Cardiff Park Advisors's 13F filing for Q1 2025, filed 15 May 2025.