Purchases and Sales Made in Q2 2025 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q2 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
94+ 3.34% |
$2.3K - $3.07K
|
2.91K
$108K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
75New |
$1.84K - $2.45K
|
75
$2.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
69+ 0.52% |
$1.69K - $2.25K
|
13.3K
$497K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62+ 81.58% |
$1.52K - $2.02K
|
138
$5.15K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
56New |
$1.37K - $1.83K
|
56
$2.09K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
51+ 0.31% |
$1.25K - $1.67K
|
16.2K
$606K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
50+ 0.28% |
$1.23K - $1.63K
|
17.6K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 1.85% |
$1.23K - $1.63K
|
2.75K
$103K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
49+ 12.25% |
$1.2K - $1.6K
|
449
$16.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46+ 0.38% |
$1.13K - $1.5K
|
12.2K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
40+ 20.2% |
$980 - $1.31K
|
238
$8.88K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36+ 5.89% |
$882 - $1.18K
|
647
$24.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
16+ 3.16% |
$392 - $522
|
522
$19.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.04% |
$294 - $392
|
31.9K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.11% |
$245 - $327
|
9.53K
$356K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 50.0% |
$245 - $327
|
30
$1.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8+ 53.33% |
$196 - $261
|
23
$858
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6+ 200.0% |
$147 - $196
|
9
$336
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6+ 0.09% |
$147 - $196
|
7.06K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5New |
$123 - $163
|
5
$187
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.02% |
$98 - $131
|
16.9K
$632K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2+ 0.02% |
$49 - $65.3
|
8.62K
$322K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$24.5 - $32.7
|
1
$37.3
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.32% |
$24.5 - $32.7
|
315
$11.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3- 30.0% |
$73.5 - $97.9
|
7
$261
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9- 6.34% |
$221 - $294
|
133
$4.96K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.25% |
$245 - $327
|
3.93K
$147K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 0.18% |
$343 - $457
|
7.68K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 0.15% |
$490 - $653
|
13.4K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30- 75.0% |
$735 - $980
|
10
$373
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-50- 0.29% |
$1.23K - $1.63K
|
17.3K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-72- 0.96% |
$1.76K - $2.35K
|
7.43K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-77- 0.85% |
$1.89K - $2.51K
|
8.99K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-114- 33.63% |
$2.79K - $3.72K
|
225
$8.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-122- 1.5% |
$2.99K - $3.98K
|
8.01K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-133- 55.88% |
$3.26K - $4.34K
|
105
$3.92K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-146- 4.91% |
$3.58K - $4.77K
|
2.83K
$106K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-156- 0.9% |
$3.82K - $5.09K
|
17.1K
$638K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-170- 1.15% |
$4.17K - $5.55K
|
14.7K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-186- 1.36% |
$4.56K - $6.07K
|
13.5K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-248- 0.24% |
$6.08K - $8.1K
|
103K
$3.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-250- 7.42% |
$6.13K - $8.16K
|
3.12K
$116K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-260- 2.36% |
$6.37K - $8.49K
|
10.8K
$402K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-273- 2.33% |
$6.69K - $8.91K
|
11.4K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-281- 0.99% |
$6.89K - $9.17K
|
28.1K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-322- 1.2% |
$7.89K - $10.5K
|
26.5K
$989K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-350- 3.44% |
$8.58K - $11.4K
|
9.81K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-500- 4.89% |
$12.3K - $16.3K
|
9.72K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-616- 61.48% |
$15.1K - $20.1K
|
386
$14.4K
|