Pacific Capital Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-346	Closed	-$11.1K	–	121
2024 Q4	$11.1K	Hold	346	–	–	﹤0.01%	265
2024 Q3	$11.1K	Hold	346	–	–	﹤0.01%	289
2024 Q2	$10.7K	Hold	346	–	–	﹤0.01%	310
2024 Q1	$11K	Hold	346	–	–	﹤0.01%	222
2023 Q4	$9.86K	Buy	+346	New	+$8.83K	﹤0.01%	219
2020 Q4	–	Sell	-460	Closed	-$13K	–	82
2020 Q3	$13K	Buy	+460	New	+$12.1K	0.01%	160

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Pacific Capital Wealth Advisors's BOTZ Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 346 shares — an estimated $11.1K sold.

Pacific Capital Wealth Advisors first reported a position in BOTZ in Q3 2020 and held it in 6 quarters. The position peaked at $13K in Q3 2020. 375 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 346 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $11.1K.
Pacific Capital Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $13K in Q3 2020.
375 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.