PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q4	–	Sell	-53	Closed	-$1.88K	–	547
2025 Q3	$1.88K	Hold	53	–	–	﹤0.01%	485
2025 Q2	$1.74K	Hold	53	–	–	﹤0.01%	434
2025 Q1	$1.51K	Sell	53 -99	-65%	-$3.2K	﹤0.01%	425
2024 Q4	$4.86K	Hold	152	–	–	﹤0.01%	400
2024 Q3	$4.89K	Hold	152	–	–	﹤0.01%	323
2024 Q2	$4.69K	Hold	152	–	–	﹤0.01%	304
2024 Q1	$4.83K	Hold	152	–	–	﹤0.01%	302
2023 Q4	$4.33K	Sell	152 -2	-1%	-$51	﹤0.01%	280
2023 Q3	$3.81K	Hold	154	–	–	﹤0.01%	232
2023 Q2	$4.43K	Hold	154	–	–	﹤0.01%	229
2023 Q1	$3.93K	Hold	154	–	–	﹤0.01%	248
2022 Q4	$3.17K	Buy	+154	New	+$3.1K	﹤0.01%	232

Other funds holding BOTZ

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BOTZ Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2025, closing a stake of 53 shares — an estimated $1.88K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BOTZ in Q4 2022 and held it in 12 quarters. The position peaked at $4.89K in Q3 2024. 445 funds tracked by Wall St. Rank hold BOTZ as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 53 Global X Robotics & Artificial Intelligence ETF shares in Q4 2025, an estimated $1.88K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and held it in 12 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global X Robotics & Artificial Intelligence ETF position peaked at $4.89K in Q3 2024.
445 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.