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	–	1256
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

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sigma Planning Corp's BOTZ Position: Q2 2025 in Review

Sigma Planning Corp sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2025, closing a stake of 10,147 shares — an estimated $289K sold.

Sigma Planning Corp first reported a position in BOTZ in Q2 2023 and held it in 7 quarters. The position peaked at $774K in Q2 2023. 384 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

Sigma Planning Corp reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 10,147 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $289K.
Sigma Planning Corp first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and held it in 7 quarters.
Sigma Planning Corp's Global X Robotics & Artificial Intelligence ETF position peaked at $774K in Q2 2023.
384 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.