Beverly Hills Private Wealth’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Beverly Hills Private Wealth’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	$242K	Hold	6,385	–	–	0.05%	223
2026 Q1	$212K	Hold	6,385	–	–	0.04%	318
2025 Q4	$231K	Sell	6,385 -1,829	-22%	-$66.3K	0.04%	297
2025 Q3	$291K	Sell	8,214 -1,562	-16%	-$52.7K	0.05%	275
2025 Q2	$319K	Sell	9,776 -1,405	-13%	-$41.6K	0.06%	255
2025 Q1	$318K	Sell	11,181 -4	-0%	-$129	0.06%	251
2024 Q4	$357K	Sell	11,185 -30	-0.3%	-$978	0.07%	219
2024 Q3	$361K	Sell	11,215 -1,852	-14%	-$56.7K	0.07%	238
2024 Q2	$403K	Sell	13,067 -1,152	-8%	-$35.5K	0.09%	219
2024 Q1	$452K	Sell	14,219 -1,399	-9%	-$42.1K	0.1%	209
2023 Q4	$445K	Buy	15,618 +1,941	+14%	+$49.6K	0.12%	191
2023 Q3	$338K	Hold	13,677	–	–	0.1%	215
2023 Q2	$377K	Buy	13,677 +1,718	+14%	+$45.6K	0.06%	264
2023 Q1	$305K	Buy	11,959 +2,200	+23%	+$51.8K	0.09%	218
2022 Q4	$201K	Buy	+9,759	New	+$196K	0.09%	215

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

Beverly Hills Private Wealth's BOTZ Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 6,385 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #223.

Beverly Hills Private Wealth first reported a position in BOTZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $452K in Q1 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Beverly Hills Private Wealth held 6,385 shares of Global X Robotics & Artificial Intelligence ETF worth $242K as of Q2 2026.
Beverly Hills Private Wealth left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #223 holding.
Beverly Hills Private Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $452K in Q1 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.