CFO
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CVA Family Office’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

CVA Family Office’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 		$33 Buy
+1
New +$37 ﹤0.01% 1832
2023
Q3 		– Sell
-316
Closed -$9.08K – 324
2023
Q2 		$9.08K Hold
316
– – ﹤0.01% 733
2023
Q1 		$8.06K Hold
316
– – ﹤0.01% 714
2022
Q4 		$6.49K Hold
316
– – ﹤0.01% 709
2022
Q3 		$6K Hold
316
– – ﹤0.01% 690
2022
Q2 		$6K Hold
316
– – ﹤0.01% 711
2022
Q1 		$9K Hold
316
– – ﹤0.01% 689
2021
Q4 		$11K Buy
+316
New +$11.6K ﹤0.01% 623
2021
Q3 		– Sell
-316
Closed -$11K – 426
2021
Q2 		$11K Buy
+316
New +$10.8K ﹤0.01% 624

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