Bleakley Financial Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bleakley Financial Group’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	$409K	Buy	10,772 +33	+0.3%	+$1.26K	0.01%	833
2026 Q1	$357K	Buy	10,739 +18	+0.2%	+$665	0.01%	691
2025 Q4	$388K	Buy	10,721 +63	+0.6%	+$2.28K	0.01%	622
2025 Q3	$378K	Buy	+10,658	New	+$359K	0.01%	534
2025 Q2	–	Sell	-15,108	Closed	-$430K	–	572
2025 Q1	$430K	Sell	15,108 -986	-6%	-$31.8K	0.01%	450
2024 Q4	$514K	Sell	16,094 -2,119	-12%	-$69.1K	0.02%	614
2024 Q3	$586K	Sell	18,213 -3	-0%	-$92	0.02%	551
2024 Q2	$562K	Buy	18,216 +1,197	+7%	+$36.9K	0.02%	575
2024 Q1	$541K	Buy	17,019 +7,948	+88%	+$239K	0.02%	589
2023 Q4	$259K	Buy	+9,071	New	+$232K	0.01%	777

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

Bleakley Financial Group's BOTZ Position: Q2 2026 in Review

Bleakley Financial Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.31% in Q2 2026, buying an estimated $1.26K and bringing the position to 10,772 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #833.

Bleakley Financial Group first reported a position in BOTZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $586K in Q3 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Bleakley Financial Group held 10,772 shares of Global X Robotics & Artificial Intelligence ETF worth $409K as of Q2 2026.
Bleakley Financial Group bought 33 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $1.26K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #833 holding.
Bleakley Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 10 quarters since.
Bleakley Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $586K in Q3 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.