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Financial Advocates Investment Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-8,007
Closed -$261K – 153
2025
Q2 		$261K Sell
8,007
-122
-2% -$3.61K 0.02% 531
2025
Q1 		$231K Sell
8,129
-276
-3% -$8.91K 0.02% 639
2024
Q4 		$269K Sell
8,405
-477
-5% -$15.5K 0.02% 629
2024
Q3 		$286K Sell
8,882
-511
-5% -$15.6K 0.02% 613
2024
Q2 		$290K Buy
9,393
+65
+0.7% +$2K 0.02% 581
2024
Q1 		$297K Sell
9,328
-112
-1% -$3.37K 0.02% 596
2023
Q4 		$269K Buy
9,440
+75
+0.8% +$1.92K 0.02% 592
2023
Q3 		$231K Buy
9,365
+883
+10% +$23.8K 0.02% 604
2023
Q2 		$244K Buy
8,482
+93
+1% +$2.47K 0.02% 583
2023
Q1 		$214K Sell
8,389
-1,883
-18% -$44.3K 0.02% 665
2022
Q4 		$211K Sell
10,272
-2,295
-18% -$46.2K 0.02% 676
2022
Q3 		$227K Sell
12,567
-1,217
-9% -$25.6K 0.02% 626
2022
Q2 		$280K Sell
13,784
-354
-3% -$8.37K 0.02% 526
2022
Q1 		$410K Sell
14,138
-1,546
-10% -$46.1K 0.03% 492
2021
Q4 		$564K Sell
15,684
-940
-6% -$34.6K 0.04% 456
2021
Q3 		$608K Sell
16,624
-297
-2% -$10.7K 0.04% 436
2021
Q2 		$591K Buy
16,921
+598
+4% +$20.5K 0.04% 444
2021
Q1 		$541K Buy
+16,323
New +$559K 0.04% 465
2018
Q4 		– Sell
-14,342
Closed -$328K – 433
2018
Q3 		$328K Buy
14,342
+184
+1% +$4.11K 0.04% 370
2018
Q2 		$310K Buy
14,158
+1,698
+14% +$39.7K 0.04% 358
2018
Q1 		$301K Sell
12,460
-1,393
-10% -$35K 0.04% 363
2017
Q4 		$328K Buy
+13,853
New +$325K 0.04% 336

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

Financial Advocates Investment Management's BOTZ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2025, closing a stake of 8,007 shares — an estimated $261K sold.

Financial Advocates Investment Management first reported a position in BOTZ in Q4 2017 and held it in 22 quarters. The position peaked at $608K in Q3 2021. 407 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,007 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $261K.
  • Financial Advocates Investment Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and held it in 22 quarters.
  • Financial Advocates Investment Management's Global X Robotics & Artificial Intelligence ETF position peaked at $608K in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.