IMS Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

IMS Capital 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 Q1	–	Sell	-7,930	Closed	-$253K	–	138
2024 Q4	$253K	Buy	7,930 +120	+2%	+$3.91K	0.12%	121
2024 Q3	$251K	Buy	7,810 +100	+1%	+$3.06K	0.11%	124
2024 Q2	$238K	Buy	7,710 +1,309	+20%	+$40.3K	0.11%	126
2024 Q1	$204K	Buy	+6,401	New	+$193K	0.09%	141

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

IMS Capital Management's BOTZ Position: Q1 2025 in Review

IMS Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 7,930 shares — an estimated $253K sold.

IMS Capital Management first reported a position in BOTZ in Q1 2024 and held it in 4 quarters. The position peaked at $253K in Q4 2024. 374 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

IMS Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
IMS Capital Management sold 7,930 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $253K.
IMS Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and held it in 4 quarters.
IMS Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $253K in Q4 2024.
374 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on IMS Capital Management's 13F filing for Q1 2025, filed 15 Jul 2025.