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NBC Securities’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

NBC Securities’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 		$601K Sell
18,077
-1,320
-7% -$48.8K 0.05% 428
2025
Q4 		$703K Sell
19,397
-142
-0.7% -$5.15K 0.05% 376
2025
Q3 		$692K Buy
19,539
+16,634
+573% +$561K 0.05% 386
2025
Q2 		$94K Buy
2,905
+94
+3% +$2.78K 0.01% 1072
2025
Q1 		$80K Buy
2,811
+2,809
+140,450% +$90.7K 0.01% 1031
2024
Q4 		$86 Sell
2
-2,709
-100% -$88.3K 0.01% 951
2024
Q3 		$87K Sell
2,711
-786
-22% -$24.1K 0.01% 1024
2024
Q2 		$107K Buy
3,497
+1,480
+73% +$45.6K 0.01% 933
2024
Q1 		$64K Buy
2,017
+1,767
+707% +$53.2K 0.01% 1064
2023
Q4 		$7K Sell
250
-340
-58% -$8.68K ﹤0.01% 1789
2023
Q3 		$14K Buy
+590
New +$15.9K ﹤0.01% 1582

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