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Mount Yale Investment Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-135
Closed -$4.41K – 788
2025
Q2 		$4.41K Buy
+135
New +$4K ﹤0.01% 1251

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Mount Yale Investment Advisors's BOTZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2025, closing a stake of 135 shares — an estimated $4.41K sold.

Mount Yale Investment Advisors first reported a position in BOTZ in Q2 2025 and held it in 1 quarter. The position peaked at $4.41K in Q2 2025. 408 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 135 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $4.41K.
  • Mount Yale Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $4.41K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.