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

Clearstead 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
2026
Q1 		$75.2K Buy
2,263
+971
+75% +$35.9K ﹤0.01% 1212
2025
Q4 		$46.8K Hold
1,292
– – ﹤0.01% 1431
2025
Q3 		$45.8K Hold
1,292
– – ﹤0.01% 1312
2025
Q2 		$42.2K Buy
1,292
+1,085
+524% +$32.1K ﹤0.01% 1334
2025
Q1 		$5.88K Sell
207
-3,000
-94% -$96.8K ﹤0.01% 1717
2024
Q4 		$102K Buy
3,207
+3,000
+1,449% +$97.8K ﹤0.01% 1029
2024
Q3 		$6.64K Buy
207
+1
+0.5% +$31 ﹤0.01% 1666
2024
Q2 		$6.37K Hold
206
– – ﹤0.01% 1647
2024
Q1 		$6.46K Buy
+206
New +$6.2K ﹤0.01% 1139

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return