KWM
BOTZ icon

KFG Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

KFG Wealth 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
2026
Q1 		$581K Buy
17,484
+2,747
+19% +$101K 0.08% 120
2025
Q4 		$534K Buy
14,737
+2,032
+16% +$73.7K 0.07% 128
2025
Q3 		$450K Buy
12,705
+1,524
+14% +$51.4K 0.07% 138
2025
Q2 		$365K Buy
11,181
+225
+2% +$6.67K 0.06% 145
2025
Q1 		$312K Buy
10,956
+227
+2% +$7.33K 0.06% 150
2024
Q4 		$343K Buy
10,729
+136
+1% +$4.43K 0.06% 131
2024
Q3 		$341K Buy
10,593
+635
+6% +$19.4K 0.07% 132
2024
Q2 		$307K Buy
9,958
+920
+10% +$28.4K 0.12% 123
2024
Q1 		$287K Buy
9,038
+1,835
+25% +$55.2K 0.12% 123
2023
Q4 		$205K Buy
+7,203
New +$184K 0.09% 128

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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
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