Bellevue Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bellevue Asset 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	$19.1K	Hold	503	–	–	0.01%	253
2026 Q1	$16.7K	Buy	503 +1	+0.2%	+$37	0.01%	253
2025 Q4	$18.2K	Hold	502	–	–	0.01%	243
2025 Q3	$17.8K	Buy	502 +1	+0.2%	+$34	0.01%	240
2025 Q2	$16.4K	Hold	501	–	–	0.01%	250
2025 Q1	$14.3K	Hold	501	–	–	0.01%	254
2024 Q4	$16K	Hold	501	–	–	0.01%	251
2024 Q3	$16.1K	Hold	501	–	–	0.01%	247
2024 Q2	$15.5K	Sell	501 -1	-0.2%	-$31	0.01%	243
2024 Q1	$16K	Buy	502 +1	+0.2%	+$30	0.01%	235
2023 Q4	$14.3K	Hold	501	–	–	0.01%	245
2023 Q3	$12.4K	Hold	501	–	–	0.01%	246
2023 Q2	$14.4K	Hold	501	–	–	0.01%	243
2023 Q1	$12.8K	Sell	501 -70	-12%	-$1.65K	0.01%	253
2022 Q4	$11.7K	Hold	571	–	–	0.01%	264
2022 Q3	$11K	Buy	571 +1	+0.2%	+$21	0.01%	272
2022 Q2	$12K	Hold	570	–	–	0.01%	277
2022 Q1	$17K	Hold	570	–	–	0.01%	270
2021 Q4	$21K	Hold	570	–	–	0.01%	270
2021 Q3	$21K	Hold	570	–	–	0.01%	279
2021 Q2	$20K	Hold	570	–	–	0.01%	284
2021 Q1	$19K	Hold	570	–	–	0.01%	293
2020 Q4	$20K	Buy	570 +70	+14%	+$2.14K	0.01%	278
2020 Q3	$14K	Hold	500	–	–	0.01%	297
2020 Q2	$12K	Hold	500	–	–	0.01%	317
2020 Q1	$10K	Buy	500 +250	+100%	+$5.15K	0.01%	332
2019 Q4	$5K	Buy	+250	New	+$5.28K	﹤0.01%	352

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

Bellevue Asset Management's BOTZ Position: Q2 2026 in Review

Bellevue Asset Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 503 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #253.

Bellevue Asset Management first reported a position in BOTZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $21K in Q4 2021. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Bellevue Asset Management held 503 shares of Global X Robotics & Artificial Intelligence ETF worth $19.1K as of Q2 2026.
Bellevue Asset Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #253 holding.
Bellevue Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Global X Robotics & Artificial Intelligence ETF position peaked at $21K in Q4 2021.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.