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
Search
Sign in
Sign up
PFS
Prospera Financial Services’s
Global X Robotics & Artificial Intelligence ETF
BOTZ
Stock Holding History
Prospera Financial Services’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
$1.23M
Buy
37,051
+978
+3%
+$36.1K
0.02%
639
2025
Q4
$1.31M
Buy
36,073
+5,274
+17%
+$191K
0.02%
599
2025
Q3
$1.09M
Buy
30,799
+17,365
+129%
+$586K
0.02%
649
2025
Q2
$439K
Buy
+13,434
New
+$398K
0.01%
958
2022
Q3
–
Sell
-600
Closed
-$12K
–
924
2022
Q2
$12K
Sell
600
-4,795
-89%
-$113K
﹤0.01%
1303
2022
Q1
$157K
Sell
5,395
-537
-9%
-$16K
0.01%
953
2021
Q4
$213K
Buy
5,932
+88
+2%
+$3.24K
0.01%
816
2021
Q3
$214K
Buy
+5,844
New
+$210K
0.01%
749
2020
Q4
–
Sell
-1,275
Closed
-$36K
–
787
2020
Q3
$36K
Buy
+1,275
New
+$33.6K
0.01%
728
2019
Q3
–
Sell
-13,643
Closed
-$283K
–
544
2019
Q2
$283K
Sell
13,643
-281
-2%
-$5.74K
0.03%
414
2019
Q1
$295K
Sell
13,924
-1,422
-9%
-$26.9K
0.1%
248
2018
Q4
$257K
Buy
+15,346
New
+$298K
0.05%
318
2017
Q3
–
Sell
-18,880
Closed
-$349K
–
434
2017
Q2
$349K
Buy
+18,880
New
+$343K
0.06%
282
Other funds holding BOTZ
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$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
Sign up
Sign in
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
Theme
Close