Lido Advisors
BOTZ icon

Lido Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lido Advisors’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 		$15.4M Buy
464,224
+5,459
+1% +$202K 0.06% 240
2025
Q4 		$16.6M Buy
+458,765
New +$16.6M 0.07% 233
2025
Q2 		– Sell
-7,170
Closed -$204K – 1667
2025
Q1 		$204K Sell
7,170
-1,046
-13% -$33.8K ﹤0.01% 1381
2024
Q4 		$262K Buy
8,216
+341
+4% +$11.1K ﹤0.01% 1280
2024
Q3 		$253K Sell
7,875
-3,136
-28% -$96K ﹤0.01% 1229
2024
Q2 		$340K Sell
11,011
-281
-2% -$8.66K ﹤0.01% 1059
2024
Q1 		$359K Buy
+11,292
New +$340K ﹤0.01% 1008
2022
Q2 		– Sell
-10,686
Closed -$310K – 948
2022
Q1 		$310K Sell
10,686
-1,079
-9% -$32.1K 0.01% 804
2021
Q4 		$422K Buy
11,765
+4,645
+65% +$171K 0.01% 673
2021
Q3 		$260K Buy
7,120
+1,178
+20% +$42.3K 0.01% 795
2021
Q2 		$208K Buy
+5,942
New +$204K 0.01% 857

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