SPC
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Sigma Planning Corp’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-10,147
Closed -$289K – 1257
2025
Q1 		$289K Sell
10,147
-290
-3% -$9.36K 0.01% 959
2024
Q4 		$333K Sell
10,437
-376
-3% -$12.3K 0.01% 897
2024
Q3 		$348K Sell
10,813
-1,100
-9% -$33.7K 0.01% 895
2024
Q2 		$368K Sell
11,913
-223
-2% -$6.87K 0.01% 840
2024
Q1 		$386K Buy
+12,136
New +$365K 0.01% 863
2023
Q4 		– Sell
-25,189
Closed -$623K – 883
2023
Q3 		$623K Sell
25,189
-1,743
-6% -$47K 0.02% 615
2023
Q2 		$774K Buy
+26,932
New +$715K 0.03% 559

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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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return