BOTZ — GLOBAL X FDS

Ownership history in Simplicity Wealth,LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in GLOBAL X FDS (BOTZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.84% (2022 Q3)
Avg. % of fund
0.47%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 15,740 +4,747 +43.2% 0.03% $558K $35.28
2025 Q2 UNCHANGED 10,993 — 0% 0.01% $359K $32.51
2025 Q1 ADDED 10,993 +393 +3.7% 0.02% $313K $28.27
2024 Q4 REDUCED 10,600 -6,254 -37.1% 0.07% $339K $31.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BOTZ price (monthly, adj. close)

Other funds also holding BOTZ

As of 2025 Q4 — sorted by position size

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 5.23% TPG Financial Advisors, LLC 3Y 7Y 2.77% MOULTON WEALTH MANAGEMENT, INC 3Y 2.01% Black Swift Group, LLC 3Y 1.64% Sage Capital Management, LLC 1.56% Portland Financial Advisors Inc 1.33% OBSIDIAN CIO, LLC 3Y 1.22% Clearwater Capital Advisors, LLC 3Y 7Y 1.1% Foguth Wealth Management, LLC. 0.95% Sterling Investment Advisors, Ltd. 3Y 7Y 0.81%
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