Orion Portfolio Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.59M	Buy	55,750 +10,093	+22%	+$326K	0.02%	826
2024 Q4	$1.46M	Buy	45,657 +5,672	+14%	+$185K	0.01%	855
2024 Q3	$1.29M	Buy	39,985 +8,277	+26%	+$253K	0.01%	912
2024 Q2	$978K	Buy	31,708 +2,164	+7%	+$66.7K	0.01%	1003
2024 Q1	$940K	Sell	29,544 -5,417	-15%	-$163K	0.01%	1015
2023 Q4	$968K	Buy	34,961 +9,399	+37%	+$240K	0.01%	954
2023 Q3	$632K	Buy	25,562 +2,910	+13%	+$78.5K	0.01%	1118
2023 Q2	$651K	Buy	22,652 +7,500	+49%	+$199K	0.01%	1111
2023 Q1	$386K	Buy	15,152 +361	+2%	+$8.49K	﹤0.01%	1247
2022 Q4	$304K	Buy	+14,791	New	+$298K	0.01%	664
2020 Q3	–	Sell	-483	Closed	-$12K	–	634
2020 Q2	$12K	Buy	+483	New	+$10.4K	﹤0.01%	1124

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Orion Portfolio Solutions's BOTZ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 22% in Q1 2025, buying an estimated $326K and bringing the position to 55,750 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #826.

Orion Portfolio Solutions first reported a position in BOTZ in Q2 2020 and has held it in 11 quarters since. 373 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

Orion Portfolio Solutions held 55,750 shares of Global X Robotics & Artificial Intelligence ETF worth $1.59M as of Q1 2025.
Orion Portfolio Solutions bought 10,093 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $326K.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #826 holding.
Orion Portfolio Solutions first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and has held it in 11 quarters since.
373 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.