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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Tortoise Investment Management's BOTZ Position: Q1 2025 in Review

Tortoise Investment Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 16,503 shares — an estimated $527K sold.

Tortoise Investment Management first reported a position in BOTZ in Q4 2019 and held it in 5 quarters. The position peaked at $527K in Q4 2024. 375 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

Tortoise Investment Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
Tortoise Investment Management sold 16,503 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $527K.
Tortoise Investment Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and held it in 5 quarters.
Tortoise Investment Management's Global X Robotics & Artificial Intelligence ETF position peaked at $527K in Q4 2024.
375 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.