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Provenance Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Provenance Wealth 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 		$11.6K Hold
348
– – ﹤0.01% 305
2025
Q4 		$12.6K Hold
348
– – ﹤0.01% 292
2025
Q3 		$12.3K Hold
348
– – ﹤0.01% 318
2025
Q2 		$11.4K Hold
348
– – ﹤0.01% 303
2025
Q1 		$9.9K Hold
348
– – ﹤0.01% 320
2024
Q4 		$11.1K Hold
348
– – ﹤0.01% 309
2024
Q3 		$11.2K Hold
348
– – ﹤0.01% 329
2024
Q2 		$10.7K Hold
348
– – ﹤0.01% 292
2024
Q1 		$11.1K Hold
348
– – ﹤0.01% 317
2023
Q4 		$9.92K Buy
+348
New +$8.88K ﹤0.01% 320

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return