Cresset Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cresset Asset 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
2026 Q1	$734K	Buy	22,087 +1,100	+5%	+$40.6K	﹤0.01%	903
2025 Q4	$764K	Buy	20,987 +3,420	+19%	+$124K	﹤0.01%	898
2025 Q3	$622K	Hold	17,567	–	–	﹤0.01%	931
2025 Q2	$575K	Sell	17,567 -2,120	-11%	-$62.8K	﹤0.01%	875
2025 Q1	$560K	Buy	19,687 +2,117	+12%	+$68.3K	﹤0.01%	1006
2024 Q4	$561K	Sell	17,570 -2,365	-12%	-$77.1K	﹤0.01%	1033
2024 Q3	$641K	Sell	19,935 -7,443	-27%	-$228K	﹤0.01%	1391
2024 Q2	$846K	Buy	+27,378	New	+$844K	﹤0.01%	1158
2019 Q2	–	Sell	-200	Closed	-$4K	–	634
2019 Q1	$4K	Buy	+200	New	+$3.78K	﹤0.01%	1405

Other funds holding BOTZ

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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