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

Simplicity Wealth’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
Q4 		– Sell
-15,740
Closed -$558K – 707
2025
Q3 		$558K Buy
15,740
+4,747
+43% +$160K 0.03% 416
2025
Q2 		$359K Hold
10,993
– – 0.01% 516
2025
Q1 		$313K Buy
10,993
+393
+4% +$12.7K 0.02% 418
2024
Q4 		$339K Sell
10,600
-6,254
-37% -$204K 0.07% 212
2024
Q3 		$542K Sell
16,854
-11,962
-42% -$366K 0.05% 276
2024
Q2 		$889K Sell
28,816
-7,021
-20% -$216K 0.02% 571
2024
Q1 		$1.14M Buy
+35,837
New +$1.08M 0.03% 479
2023
Q4 		– Sell
-21,131
Closed -$522K – 181
2023
Q3 		$522K Sell
21,131
-12,548
-37% -$339K 0.31% 42
2023
Q2 		$968K Sell
33,679
-40,602
-55% -$1.08M 0.6% 30
2023
Q1 		$1.89M Sell
74,281
-2,702
-4% -$63.6K 1.26% 19
2022
Q4 		$1.58M Buy
76,983
+1,321
+2% +$26.6K 1.4% 19
2022
Q3 		$1.37M Buy
+75,662
New +$1.59M 1.84% 18

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $416B AUM 33.63% 1-Year Est. Return

Simplicity Wealth's BOTZ Position: Q4 2025 in Review

Simplicity Wealth sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2025, closing a stake of 15,740 shares — an estimated $558K sold.

Simplicity Wealth first reported a position in BOTZ in Q3 2022 and held it in 12 quarters. The position peaked at $1.89M in Q1 2023. 445 funds tracked by Wall St. Rank hold BOTZ as of Q4 2025.

  • Simplicity Wealth reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 15,740 Global X Robotics & Artificial Intelligence ETF shares in Q4 2025, an estimated $558K.
  • Simplicity Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2022 and held it in 12 quarters.
  • Simplicity Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $1.89M in Q1 2023.
  • 445 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.