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Jones Financial Companies’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Jones Financial Companies’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
$8.03M
Buy
247,317
+67,115
+37%
+$2.48M
﹤0.01%
899
2025
Q4
$6.54M
Buy
180,202
+38,243
+27%
+$1.39M
﹤0.01%
563
2025
Q3
$4.95M
Buy
141,959
+29,981
+27%
+$1.01M
﹤0.01%
574
2025
Q2
$3.64M
Buy
111,978
+38,517
+52%
+$1.14M
﹤0.01%
581
2025
Q1
$2.13M
Buy
73,461
+34,250
+87%
+$1.11M
﹤0.01%
639
2024
Q4
$1.25M
Buy
39,211
+12,659
+48%
+$413K
﹤0.01%
682
2024
Q3
$850K
Buy
26,552
+13,558
+104%
+$415K
﹤0.01%
649
2024
Q2
$401K
Buy
12,994
+10,185
+363%
+$314K
﹤0.01%
617
2024
Q1
$89.4K
Buy
+2,809
New
+$84.6K
﹤0.01%
621
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
$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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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