Abound Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Abound Wealth Management’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	$380	Sell	10 -9	-47%	-$342	﹤0.01%	991
2026 Q1	$632	Buy	19 +9	+90%	+$333	﹤0.01%	1031
2025 Q4	$363	Hold	10	–	–	﹤0.01%	998
2025 Q3	$355	Hold	10	–	–	﹤0.01%	974
2025 Q2	$327	Sell	10 -30	-75%	-$889	﹤0.01%	905
2025 Q1	$1.14K	Buy	40 +30	+300%	+$968	﹤0.01%	749
2024 Q4	$320	Hold	10	–	–	﹤0.01%	874
2024 Q3	$322	Hold	10	–	–	﹤0.01%	961
2024 Q2	$309	Hold	10	–	–	﹤0.01%	976
2024 Q1	$319	Sell	10 -25	-71%	-$753	﹤0.01%	1103
2023 Q4	$998	Sell	35 -50	-59%	-$1.28K	﹤0.01%	774
2023 Q3	$2.1K	Buy	85 +75	+750%	+$2.02K	﹤0.01%	609
2023 Q2	$288	Hold	10	–	–	﹤0.01%	1065
2023 Q1	$255	Hold	10	–	–	﹤0.01%	690
2022 Q4	$206	Hold	10	–	–	﹤0.01%	694
2022 Q3	$181	Buy	+10	New	+$211	﹤0.01%	712

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

Abound Wealth Management's BOTZ Position: Q2 2026 in Review

Abound Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 47% in Q2 2026, selling an estimated $342 and leaving 10 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Abound Wealth Management first reported a position in BOTZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.1K in Q3 2023. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Abound Wealth Management held 10 shares of Global X Robotics & Artificial Intelligence ETF worth $380 as of Q2 2026.
Abound Wealth Management sold 9 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $342.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #991 holding.
Abound Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $2.1K in Q3 2023.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.