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

PBMares 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
Q1 		– Sell
-10,440
Closed -$334K – 192
2024
Q4 		$334K Buy
10,440
+3,450
+49% +$112K 0.07% 137
2024
Q3 		$225K Buy
6,990
+3
+0% +$92 0.05% 178
2024
Q2 		$216K Hold
6,987
– – 0.05% 169
2024
Q1 		$222K Buy
+6,987
New +$210K 0.06% 164

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

PBMares Wealth Management's BOTZ Position: Q1 2025 in Review

PBMares Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 10,440 shares — an estimated $334K sold.

PBMares Wealth Management first reported a position in BOTZ in Q1 2024 and held it in 4 quarters. The position peaked at $334K in Q4 2024. 374 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

  • PBMares Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • PBMares Wealth Management sold 10,440 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $334K.
  • PBMares Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and held it in 4 quarters.
  • PBMares Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $334K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on PBMares Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.