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

PFG Private 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 Q2	–	Sell	-50	Closed	-$1.42K	–	80
2025 Q1	$1.42K	Hold	50	–	–	﹤0.01%	237
2024 Q4	$1.6K	Hold	50	–	–	﹤0.01%	202
2024 Q3	$1.61K	Hold	50	–	–	﹤0.01%	207
2024 Q2	$1.54K	Buy	+50	New	+$1.54K	﹤0.01%	207
2022 Q1	–	Sell	-30	Closed	-$1K	–	302
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	296
2021 Q3	$1K	Buy	+30	New	+$1.08K	﹤0.01%	289

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

PFG Private Wealth Management's BOTZ Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2025, closing a stake of 50 shares — an estimated $1.42K sold.

PFG Private Wealth Management first reported a position in BOTZ in Q3 2021 and held it in 6 quarters. The position peaked at $1.61K in Q3 2024. 384 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

PFG Private Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 50 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $1.42K.
PFG Private Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.61K in Q3 2024.
384 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.