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Tortoise Investment Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Tortoise Investment Management’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
Q1 		– Sell
-16,503
Closed -$527K – 835
2024
Q4 		$527K Buy
16,503
+2,144
+15% +$69.9K 0.06% 145
2024
Q3 		$462K Buy
14,359
+2,322
+19% +$71.1K 0.05% 152
2024
Q2 		$371K Buy
+12,037
New +$371K 0.04% 165
2020
Q2 		– Sell
-50
Closed -$1K – 514
2020
Q1 		$1K Sell
50
-50
-50% -$1.03K ﹤0.01% 506
2019
Q4 		$2K Buy
+100
New +$2.11K ﹤0.01% 525

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return