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

Prestige Wealth Management 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
-310
Closed -$9.9K – 1015
2024
Q4 		$9.9K Hold
310
– – ﹤0.01% 464
2024
Q3 		$9.97K Hold
310
– – ﹤0.01% 455
2024
Q2 		$9.58K Hold
310
– – ﹤0.01% 416
2024
Q1 		$9.86K Hold
310
– – ﹤0.01% 445
2023
Q4 		$8.84K Hold
310
– – ﹤0.01% 474
2023
Q3 		$7.66K Hold
310
– – ﹤0.01% 485
2023
Q2 		$8.93K Sell
310
-18
-5% -$478 ﹤0.01% 482
2023
Q1 		$8.36K Sell
328
-135
-29% -$3.18K ﹤0.01% 478
2022
Q4 		$9.52K Sell
463
-417
-47% -$8.39K ﹤0.01% 473
2022
Q3 		$16K Sell
880
-527
-37% -$11.1K ﹤0.01% 347
2022
Q2 		$29K Sell
1,407
-83,451
-98% -$1.97M 0.01% 281
2022
Q1 		$2.46M Buy
84,858
+2,255
+3% +$67.2K 0.61% 31
2021
Q4 		$2.97M Buy
82,603
+2,286
+3% +$84.2K 0.71% 25
2021
Q3 		$2.94M Buy
80,317
+2,627
+3% +$94.3K 0.75% 26
2021
Q2 		$2.71M Buy
77,690
+105
+0.1% +$3.6K 0.72% 27
2021
Q1 		$2.57M Buy
77,585
+1,651
+2% +$56.5K 0.7% 26
2020
Q4 		$2.52M Buy
75,934
+18,916
+33% +$579K 0.69% 25
2020
Q3 		$1.59M Buy
+57,018
New +$1.5M 0.48% 29

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

Prestige Wealth Management Group's BOTZ Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 310 shares — an estimated $9.9K sold.

Prestige Wealth Management Group first reported a position in BOTZ in Q3 2020 and held it in 18 quarters. The position peaked at $2.97M in Q4 2021. 374 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 310 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $9.9K.
  • Prestige Wealth Management Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and held it in 18 quarters.
  • Prestige Wealth Management Group's Global X Robotics & Artificial Intelligence ETF position peaked at $2.97M in Q4 2021.
  • 374 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.