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

Carolinas 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
-1,962
Closed -$55.9K – 106
2025
Q1 		$55.9K Sell
1,962
-1
-0.1% -$32 0.01% 336
2024
Q4 		$62.7K Hold
1,963
– – 0.01% 328
2024
Q3 		$63.1K Sell
1,963
-254
-11% -$7.78K 0.01% 329
2024
Q2 		$68.4K Sell
2,217
-128
-5% -$3.94K 0.01% 325
2024
Q1 		$74.6K Hold
2,345
– – 0.01% 316
2023
Q4 		$66.8K Sell
2,345
-228
-9% -$5.82K 0.01% 296
2023
Q3 		$58.6K Buy
2,573
+231
+10% +$6.23K 0.01% 295
2023
Q2 		$67.4K Buy
2,342
+286
+14% +$7.59K 0.01% 313
2023
Q1 		$52.4K Hold
2,056
– – 0.01% 349
2022
Q4 		$42.2K Sell
2,056
-988
-32% -$19.9K 0.01% 380
2022
Q3 		$55K Sell
3,044
-1,606
-35% -$33.8K 0.01% 311
2022
Q2 		$95K Sell
4,650
-2,849
-38% -$67.3K 0.02% 257
2022
Q1 		$218K Sell
7,499
-958
-11% -$28.5K 0.05% 159
2021
Q4 		$304K Buy
8,457
+1,486
+21% +$54.8K 0.07% 133
2021
Q3 		$255K Buy
6,971
+23
+0.3% +$825 0.06% 134
2021
Q2 		$243K Hold
6,948
– – 0.05% 147
2021
Q1 		$230K Buy
6,948
+943
+16% +$32.3K 0.06% 149
2020
Q4 		$199K Buy
6,005
+1,304
+28% +$39.9K 0.05% 149
2020
Q3 		$131K Buy
4,701
+3
+0.1% +$79 0.04% 164
2020
Q2 		$112K Buy
+4,698
New +$101K 0.04% 140

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $67.7B AUM 51.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carolinas Wealth Consulting's BOTZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2025, closing a stake of 1,962 shares — an estimated $55.9K sold.

Carolinas Wealth Consulting first reported a position in BOTZ in Q2 2020 and held it in 20 quarters. The position peaked at $304K in Q4 2021. 383 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,962 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $55.9K.
  • Carolinas Wealth Consulting first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Global X Robotics & Artificial Intelligence ETF position peaked at $304K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.