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

Bartlett & Co 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 Q1	$154K	Hold	4,000	–	–	﹤0.01%	499
2025 Q4	$146K	Hold	4,000	–	–	﹤0.01%	497
2025 Q3	$142K	Hold	4,000	–	–	﹤0.01%	497
2025 Q2	$131K	Hold	4,000	–	–	﹤0.01%	497
2025 Q1	$114K	Hold	4,000	–	–	﹤0.01%	526
2024 Q4	$128K	Hold	4,000	–	–	﹤0.01%	509
2024 Q3	$129K	Hold	4,000	–	–	﹤0.01%	507
2024 Q2	$124K	Hold	4,000	–	–	﹤0.01%	509
2024 Q1	$127K	Buy	4,000 +1,000	+33%	+$30.1K	﹤0.01%	519
2023 Q4	$86.2K	Buy	3,000 +2,000	+200%	+$51.1K	﹤0.01%	597
2023 Q3	$24.7K	Buy	1,000 +964	+2,678%	+$26K	﹤0.01%	774
2023 Q2	$1.04K	Buy	+36	New	+$955	﹤0.01%	1100
2021 Q4	–	Sell	-250	Closed	-$9.14K	–	464
2021 Q3	$9.14K	Buy	+250	New	+$8.97K	﹤0.01%	711
2020 Q3	–	Sell	-125	Closed	-$2.99K	–	843
2020 Q2	$2.99K	Buy	+125	New	+$2.68K	﹤0.01%	766

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's BOTZ Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2026 at 4,000 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Bartlett & Co Wealth Management first reported a position in BOTZ in Q2 2020 and has held it in 14 quarters since. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Bartlett & Co Wealth Management held 4,000 shares of Global X Robotics & Artificial Intelligence ETF worth $154K as of Q1 2026.
Bartlett & Co Wealth Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q1 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #499 holding.
Bartlett & Co Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and has held it in 14 quarters since.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.