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

Tidemark’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	$4.42K	Hold	133	–	–	﹤0.01%	570
2025 Q4	$4.82K	Hold	133	–	–	﹤0.01%	505
2025 Q3	$4.71K	Hold	133	–	–	﹤0.01%	533
2025 Q2	$4.34K	Sell	133 -9	-6%	-$267	﹤0.01%	542
2025 Q1	$4.04K	Buy	142 +4	+3%	+$129	﹤0.01%	553
2024 Q4	$4.41K	Buy	138 +9	+7%	+$293	﹤0.01%	524
2024 Q3	$4.15K	Hold	129	–	–	﹤0.01%	506
2024 Q2	$3.98K	Sell	129 -110	-46%	-$3.39K	﹤0.01%	485
2024 Q1	$7.6K	Buy	239 +33	+16%	+$993	﹤0.01%	471
2023 Q4	$5.87K	Buy	+206	New	+$5.26K	﹤0.01%	485

Other funds holding BOTZ

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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