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 Q3	$141K	Sell	4,000 -1,500	-27%	-$53.7K	﹤0.01%	546
2026 Q2	$209K	Buy	5,500 +1,500	+38%	+$57.1K	﹤0.01%	471
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capitolis Liquid Global Markets New York $22.4B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Bartlett & Co Wealth Management's BOTZ Position: Q3 2026 in Review

Bartlett & Co Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 27% in Q3 2026, selling an estimated $53.7K and leaving 4,000 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Bartlett & Co Wealth Management first reported a position in BOTZ in Q2 2020 and has held it in 16 quarters since. The position peaked at $209K in Q2 2026. 385 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

Bartlett & Co Wealth Management held 4,000 shares of Global X Robotics & Artificial Intelligence ETF worth $141K as of Q3 2026.
Bartlett & Co Wealth Management sold 1,500 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $53.7K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #546 holding.
Bartlett & Co Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and has held it in 16 quarters since.
Bartlett & Co Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $209K in Q2 2026.
385 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.