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

BCS 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	$457K	Sell	12,033 -25	-0.2%	-$951	0.08%	190
2026 Q1	$401K	Sell	12,058 -11,182	-48%	-$413K	0.08%	182
2025 Q4	$842K	Buy	23,240 +13,847	+147%	+$502K	0.09%	175
2025 Q3	$333K	Sell	9,393 -469	-5%	-$15.8K	0.08%	187
2025 Q2	$322K	Buy	9,862 +2,124	+27%	+$62.9K	0.07%	197
2025 Q1	$220K	Hold	7,738	–	–	0.06%	228
2024 Q4	$247K	Hold	7,738	–	–	0.06%	219
2024 Q3	$249K	Buy	+7,738	New	+$237K	0.11%	142

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

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

BCS Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.21% in Q2 2026, selling an estimated $951 and leaving 12,033 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #190.

BCS Wealth Management first reported a position in BOTZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $842K in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

BCS Wealth Management held 12,033 shares of Global X Robotics & Artificial Intelligence ETF worth $457K as of Q2 2026.
BCS Wealth Management sold 25 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $951.
Global X Robotics & Artificial Intelligence ETF made up 0.08% of BCS Wealth Management's portfolio in Q2 2026, its #190 holding.
BCS Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 8 quarters since.
BCS Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $842K in Q4 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.