Blue Bell Private Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Blue Bell Private 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	$31.1K	Hold	821	–	–	﹤0.01%	480
2026 Q1	$27.3K	Buy	821 +365	+80%	+$13.5K	﹤0.01%	483
2025 Q4	$16.5K	Buy	456 +65	+17%	+$2.36K	﹤0.01%	508
2025 Q3	$13.9K	Hold	391	–	–	﹤0.01%	516
2025 Q2	$12.8K	Buy	391 +363	+1,296%	+$10.8K	﹤0.01%	505
2025 Q1	$797	Hold	28	–	–	﹤0.01%	681
2024 Q4	$895	Hold	28	–	–	﹤0.01%	634
2024 Q3	$900	Hold	28	–	–	﹤0.01%	649
2024 Q2	$864	Hold	28	–	–	﹤0.01%	673
2024 Q1	$891	Hold	28	–	–	﹤0.01%	683
2023 Q4	$798	Hold	28	–	–	﹤0.01%	684
2023 Q3	$692	Hold	28	–	–	﹤0.01%	644
2023 Q2	$805	Hold	28	–	–	﹤0.01%	651
2023 Q1	$714	Hold	28	–	–	﹤0.01%	633
2022 Q4	$575	Sell	28 -200	-88%	-$4.03K	﹤0.01%	668
2022 Q3	$4K	Hold	228	–	–	﹤0.01%	491
2022 Q2	$5K	Hold	228	–	–	﹤0.01%	497
2022 Q1	$7K	Hold	228	–	–	﹤0.01%	481
2021 Q4	$8K	Buy	228 +28	+14%	+$1.03K	﹤0.01%	437
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	152
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	155
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	150
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	129
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	150
2020 Q2	$0	Sell	200 -200	-50%	-$4.29K	﹤0.01%	178
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	157
2019 Q4	$9K	Hold	400	–	–	﹤0.01%	158
2019 Q3	$8K	Hold	400	–	–	﹤0.01%	155
2019 Q2	$8K	Hold	400	–	–	﹤0.01%	157
2019 Q1	$8K	Hold	400	–	–	﹤0.01%	156
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	172
2018 Q3	$9K	Buy	+400	New	+$8.93K	﹤0.01%	170

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

Blue Bell Private Wealth Management's BOTZ Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 821 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Blue Bell Private Wealth Management first reported a position in BOTZ in Q3 2018 and has held it in 32 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Blue Bell Private Wealth Management held 821 shares of Global X Robotics & Artificial Intelligence ETF worth $31.1K as of Q2 2026.
Blue Bell Private Wealth 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 Blue Bell Private Wealth Management's portfolio in Q2 2026, its #480 holding.
Blue Bell Private Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2018 and has held it in 32 quarters since.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.