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Roble Belko & Company’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Roble Belko & Company’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 		$0 Hold
2
– – ﹤0.01% 454
2025
Q4 		$0 Sell
2
-2
-50% -$73 ﹤0.01% 460
2025
Q3 		$0 Hold
4
– – ﹤0.01% 437
2025
Q2 		$0 Hold
4
– – ﹤0.01% 416
2025
Q1 		$0 Hold
4
– – ﹤0.01% 403
2024
Q4 		$0 Hold
4
– – ﹤0.01% 374
2024
Q3 		$0 Hold
4
– – ﹤0.01% 347
2024
Q2 		$0 Hold
4
– – ﹤0.01% 333
2024
Q1 		$0 Buy
+4
New +$120 ﹤0.01% 321
2020
Q3 		– Sell
-8,523
Closed -$203K – 318
2020
Q2 		$203K Sell
8,523
-8,700
-51% -$186K 0.06% 86
2020
Q1 		$312K Hold
17,223
– – 0.1% 66
2019
Q4 		$377K Buy
+17,223
New +$364K 0.1% 62

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