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

MGB 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
2025 Q4	$723K	Buy	19,959 +90	+0.5%	+$3.26K	0.21%	96
2025 Q3	$704K	Sell	19,869 -180	-0.9%	-$6.07K	0.2%	103
2025 Q2	$655K	Sell	20,049 -859	-4%	-$25.4K	0.22%	99
2025 Q1	$595K	Buy	20,908 +3,267	+19%	+$105K	0.22%	105
2024 Q4	$564K	Buy	17,641 +43	+0.2%	+$1.4K	0.17%	104
2024 Q3	$566K	Sell	17,598 -1	-0%	-$31	0.21%	108
2024 Q2	$567K	Sell	17,599 -852	-5%	-$26.3K	0.21%	106
2024 Q1	$587K	Sell	18,451 -2,050	-10%	-$61.7K	0.24%	100
2023 Q4	$584K	Buy	+20,501	New	+$523K	0.29%	93

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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MGB Wealth Management's BOTZ Position: Q4 2025 in Review

MGB Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.45% in Q4 2025, buying an estimated $3.26K and bringing the position to 19,959 shares worth $723K. The position accounts for 0.21% of the portfolio, ranked #96.

MGB Wealth Management first reported a position in BOTZ in Q4 2023 and has held it in 9 quarters since. 445 funds tracked by Wall St. Rank hold BOTZ as of Q4 2025.

MGB Wealth Management held 19,959 shares of Global X Robotics & Artificial Intelligence ETF worth $723K as of Q4 2025.
MGB Wealth Management bought 90 Global X Robotics & Artificial Intelligence ETF shares in Q4 2025, an estimated $3.26K.
Global X Robotics & Artificial Intelligence ETF made up 0.21% of MGB Wealth Management's portfolio in Q4 2025, its #96 holding.
MGB Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 9 quarters since.
445 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.