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WealthBridge Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

WealthBridge Capital 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
-23,256
Closed -$743K – 202
2024
Q4 		$743K Buy
23,256
+5,957
+34% +$194K 0.21% 82
2024
Q3 		$556K Buy
17,299
+5,388
+45% +$165K 0.16% 100
2024
Q2 		$367K Buy
11,911
+605
+5% +$18.6K 0.12% 120
2024
Q1 		$360K Sell
11,306
-708
-6% -$21.3K 0.12% 116
2023
Q4 		$342K Buy
12,014
+1,374
+13% +$35.1K 0.13% 114
2023
Q3 		$263K Buy
+10,640
New +$287K 0.11% 135
2022
Q4 		– Sell
-16,153
Closed -$328K – 197
2022
Q3 		$328K Hold
16,153
– – 0.14% 135
2022
Q2 		$328K Sell
16,153
-24,871
-61% -$588K 0.14% 135
2022
Q1 		$1.19M Buy
41,024
+7,248
+21% +$216K 0.44% 51
2021
Q4 		$1.21M Buy
33,776
+4,235
+14% +$156K 0.45% 51
2021
Q3 		$1.08M Buy
29,541
+282
+1% +$10.1K 0.4% 51
2021
Q2 		$1.02M Buy
29,259
+4,800
+20% +$165K 0.37% 59
2021
Q1 		$811K Buy
24,459
+2,913
+14% +$99.7K 0.33% 62
2020
Q4 		$714K Buy
21,546
+1,410
+7% +$43.1K 0.31% 67
2020
Q3 		$561K Buy
20,136
+5,834
+41% +$154K 0.29% 69
2020
Q2 		$341K Buy
+14,302
New +$307K 0.19% 85

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B 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 $67.7B AUM 51.91% 1-Year Est. Return

WealthBridge Capital Management's BOTZ Position: Q1 2025 in Review

WealthBridge Capital Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 23,256 shares — an estimated $743K sold.

WealthBridge Capital Management first reported a position in BOTZ in Q2 2020 and held it in 16 quarters. The position peaked at $1.21M in Q4 2021. 373 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

  • WealthBridge Capital Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • WealthBridge Capital Management sold 23,256 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $743K.
  • WealthBridge Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and held it in 16 quarters.
  • WealthBridge Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.21M in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on WealthBridge Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.