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
Search
Sign in
Sign up
LFG
Larson Financial Group’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Larson Financial Group’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
Q2
–
Sell
-1,902
Closed
-$54.1K
–
3306
2025
Q1
$54.1K
Buy
+1,902
New
+$61.4K
﹤0.01%
995
2024
Q2
–
Sell
-72
Closed
-$2.3K
–
2436
2024
Q1
$2.3K
Hold
72
–
–
﹤0.01%
1342
2023
Q4
$2.06K
Hold
72
–
–
﹤0.01%
1364
2023
Q3
$1.79K
Hold
72
–
–
﹤0.01%
1379
2023
Q2
$2.08K
Hold
72
–
–
﹤0.01%
1259
2023
Q1
$1.84K
Sell
72
-90
-56%
-$2.12K
﹤0.01%
1251
2022
Q4
$3.33K
Hold
162
–
–
﹤0.01%
1112
2022
Q3
$3K
Hold
162
–
–
﹤0.01%
1029
2022
Q2
$3K
Hold
162
–
–
﹤0.01%
938
2022
Q1
$5K
Hold
162
–
–
﹤0.01%
782
2021
Q4
$6K
Hold
162
–
–
﹤0.01%
770
2021
Q3
$6K
Hold
162
–
–
﹤0.01%
662
2021
Q2
$6K
Hold
162
–
–
﹤0.01%
614
2021
Q1
$5K
Hold
162
–
–
﹤0.01%
625
2020
Q4
$5K
Hold
162
–
–
﹤0.01%
560
2020
Q3
$5K
Buy
162
+1
+0.6%
+$26
﹤0.01%
521
2020
Q2
$4K
Hold
161
–
–
﹤0.01%
502
2020
Q1
$3K
Hold
161
–
–
﹤0.01%
401
2019
Q4
$4K
Hold
161
–
–
﹤0.01%
380
2019
Q3
$3K
Buy
+161
New
+$3.15K
﹤0.01%
399
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close