Dynamic Wealth Strategies’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Dynamic Wealth Strategies’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	$9.23K	Hold	278	–	–	0.01%	231
2025 Q4	$10.1K	Hold	278	–	–	0.01%	212
2025 Q3	$9.85K	Hold	278	–	–	0.01%	204
2025 Q2	$9.08K	Hold	278	–	–	0.01%	202
2025 Q1	$7.91K	Buy	+278	New	+$8.97K	0.01%	200
2024 Q4	–	Sell	-278	Closed	-$9K	–	87
2024 Q3	$9K	Hold	278	–	–	0.01%	194
2024 Q2	$9K	Hold	278	–	–	0.01%	198
2024 Q1	$9K	Hold	278	–	–	0.01%	204
2023 Q4	$7.92K	Buy	+278	New	+$7.1K	0.01%	213

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