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CARLSON FINANCIAL, INC.’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

CARLSON FINANCIAL, INC.’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 		$347K Buy
9,153
+657
+8% +$25K 0.18% 130
2026
Q1 		$282K Buy
8,496
+376
+5% +$13.9K 0.17% 132
2025
Q4 		$294K Buy
+8,120
New +$294K 0.17% 134

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s BOTZ Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 7.7% in Q2 2026, buying an estimated $25K and bringing the position to 9,153 shares worth $347K. The position accounts for 0.18% of the portfolio, ranked #130.

CARLSON FINANCIAL, INC. first reported a position in BOTZ in Q4 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 9,153 shares of Global X Robotics & Artificial Intelligence ETF worth $347K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 657 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $25K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.18% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #130 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.