Purchases and Sales Made in Q3 2025 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-430- 53.62% |
$13.8K - $15.5K
|
372
$13.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-441- 5.11% |
$14.2K - $15.9K
|
8.19K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-469- 4.76% |
$15.1K - $16.9K
|
9.39K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-630- 4.29% |
$20.2K - $22.7K
|
14.1K
$513K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.12K- 15.09% |
$36K - $40.3K
|
6.31K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 10.27% |
$37.8K - $42.3K
|
10.3K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 8.35% |
$38.7K - $43.3K
|
13.2K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 17.3% |
$42.2K - $47.3K
|
6.28K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.41K- 10.61% |
$45.4K - $50.8K
|
11.9K
$434K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.92K- 5.32% |
$61.5K - $68.9K
|
34.1K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.59K- 10.37% |
$83.1K - $93K
|
22.3K
$815K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.66K- 12.55% |
$85.6K - $95.8K
|
18.6K
$677K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.68K- 20.0% |
$86.1K - $96.3K
|
10.7K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-9.55K- 36.22% |
$307K - $343K
|
16.8K
$614K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.8K- 4.48% |
$1.31M - $1.47M
|
870K
$31.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-90.4K- 85.24% |
$2.9M - $3.25M
|
15.7K
$571K
|