Pinnacle Financial Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Pinnacle Financial Group’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	-25,189	Closed	-$805K	–	97
2024 Q4	$805K	Sell	25,189 -709	-3%	-$23.1K	0.32%	39
2024 Q3	$833K	Sell	25,898 -198	-0.8%	-$6.06K	0.33%	35
2024 Q2	$805K	Buy	26,096 +160	+0.6%	+$4.93K	0.34%	35
2024 Q1	$825K	Sell	25,936 -419	-2%	-$12.6K	0.36%	35
2023 Q4	$751K	Buy	26,355 +876	+3%	+$22.4K	0.38%	36
2023 Q3	$630K	Sell	25,479 -464	-2%	-$12.5K	0.37%	33
2023 Q2	$746K	Buy	25,943 +1,059	+4%	+$28.1K	0.42%	32
2023 Q1	$635K	Sell	24,884 -35	-0.1%	-$823	0.38%	35
2022 Q4	$512K	Sell	24,919 -366	-1%	-$7.37K	0.36%	35
2022 Q3	$457K	Buy	25,285 +510	+2%	+$10.7K	0.4%	33
2022 Q2	$503K	Sell	24,775 -3,165	-11%	-$74.8K	0.43%	28
2022 Q1	$811K	Sell	27,940 -1,300	-4%	-$38.7K	0.66%	24
2021 Q4	$1.05M	Buy	+29,240	New	+$1.08M	0.81%	22

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

Pinnacle Financial Group's BOTZ Position: Q1 2025 in Review

Pinnacle Financial Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 25,189 shares — an estimated $805K sold.

Pinnacle Financial Group first reported a position in BOTZ in Q4 2021 and held it in 13 quarters. The position peaked at $1.05M in Q4 2021. 374 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

Pinnacle Financial Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
Pinnacle Financial Group sold 25,189 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $805K.
Pinnacle Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and held it in 13 quarters.
Pinnacle Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $1.05M in Q4 2021.
374 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Pinnacle Financial Group's 13F filing for Q1 2025, filed 15 May 2025.