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POIA
Pin Oak Investment Advisors’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Pin Oak Investment 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
2026
Q1
$8K
Hold
234
–
–
0.01%
382
2025
Q4
$9K
Hold
234
–
–
0.01%
389
2025
Q3
$8.29K
Hold
234
–
–
0.01%
384
2025
Q2
$6K
Hold
234
–
–
0.01%
358
2025
Q1
$7K
Hold
234
–
–
0.01%
346
2024
Q4
$8K
Hold
234
–
–
0.01%
354
2024
Q3
$7K
Buy
+234
New
+$7.17K
0.01%
365
2022
Q3
–
Sell
-1,270
Closed
-$26K
–
396
2022
Q2
$26K
Hold
1,270
–
–
0.03%
199
2022
Q1
$37K
Hold
1,270
–
–
0.04%
183
2021
Q4
$46K
Hold
1,270
–
–
0.05%
174
2021
Q3
$46K
Buy
+1,270
New
+$45.6K
0.05%
167
2021
Q1
–
Sell
-1,270
Closed
-$42K
–
408
2020
Q4
$42K
Buy
1,270
+670
+112%
+$20.5K
0.03%
196
2020
Q3
$17K
Buy
+600
New
+$15.8K
0.02%
254
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
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$564B AUM
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1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
Commonwealth Equity Services
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$71.6B AUM
21.08%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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