1 North Wealth Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

1 North Wealth Services’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
2026 Q2	$3.91M	Buy	103,113 +4,343	+4%	+$165K	1.28%	27
2026 Q1	$3.28M	Sell	98,770 -649	-0.7%	-$24K	1.18%	27
2025 Q4	$3.6M	Buy	99,419 +2,653	+3%	+$96.2K	1.27%	29
2025 Q3	$3.43M	Sell	96,766 -3,125	-3%	-$105K	1.4%	23
2025 Q2	$3.26M	Buy	99,891 +140	+0.1%	+$4.15K	1.29%	25
2025 Q1	$2.84M	Sell	99,751 -5,494	-5%	-$177K	1.31%	23
2024 Q4	$3.36M	Buy	+105,245	New	+$3.43M	1.42%	24

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

1 North Wealth Services's BOTZ Position: Q2 2026 in Review

1 North Wealth Services increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.4% in Q2 2026, buying an estimated $165K and bringing the position to 103,113 shares worth $3.91M. The position accounts for 1.28% of the portfolio, ranked #27.

1 North Wealth Services first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

1 North Wealth Services held 103,113 shares of Global X Robotics & Artificial Intelligence ETF worth $3.91M as of Q2 2026.
1 North Wealth Services bought 4,343 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $165K.
Global X Robotics & Artificial Intelligence ETF made up 1.28% of 1 North Wealth Services's portfolio in Q2 2026, its #27 holding.
1 North Wealth Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.