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

Venturi Wealth 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
Q3 		– Sell
-8,219
Closed -$268K – 567
2025
Q2 		$268K Buy
+8,219
New +$243K 0.01% 451
2023
Q3 		– Sell
-110
Closed -$3.16K – 1322
2023
Q2 		$3.16K Buy
+110
New +$2.92K ﹤0.01% 829

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Venturi Wealth Management's BOTZ Position: Q3 2025 in Review

Venturi Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2025, closing a stake of 8,219 shares — an estimated $268K sold.

Venturi Wealth Management first reported a position in BOTZ in Q2 2023 and held it in 2 quarters. The position peaked at $268K in Q2 2025. 407 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

  • Venturi Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 8,219 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $268K.
  • Venturi Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and held it in 2 quarters.
  • Venturi Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $268K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.