Mather Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Mather 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
2026 Q1	$45.4K	Buy	+1,367	New	+$50.5K	﹤0.01%	1079
2025 Q4	–	Sell	-1,556	Closed	-$55.1K	–	772
2025 Q3	$55.1K	Buy	+1,556	New	+$52.5K	﹤0.01%	886
2025 Q2	–	Sell	-1,556	Closed	-$44.3K	–	749
2025 Q1	$44.3K	Buy	1,556 +789	+103%	+$25.5K	﹤0.01%	914
2024 Q4	$24.5K	Buy	767 +587	+326%	+$19.1K	﹤0.01%	1035
2024 Q3	$5.79K	Sell	180 -250	-58%	-$7.66K	﹤0.01%	1276
2024 Q2	$13.7K	Buy	+430	New	+$13.3K	﹤0.01%	1357
2023 Q3	–	Sell	-2,680	Closed	-$77K	–	542
2023 Q2	$77K	Buy	+2,680	New	+$71.1K	﹤0.01%	565

Other funds holding BOTZ

Bank of America

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

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 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