Blue Trust Inc’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Blue Trust Inc’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	$51.1K	Buy	1,347 +1	+0.1%	+$38	﹤0.01%	1343
2026 Q1	$44.7K	Sell	1,346 -244	-15%	-$9.02K	﹤0.01%	1378
2025 Q4	$57.6K	Sell	1,590 -22	-1%	-$798	﹤0.01%	1302
2025 Q3	$57.1K	Hold	1,612	–	–	﹤0.01%	1352
2025 Q2	$52.6K	Sell	1,612 -56,715	-97%	-$1.68M	﹤0.01%	1444
2025 Q1	$1.66M	Sell	58,327 -2,461	-4%	-$79.4K	0.02%	181
2024 Q4	$1.94M	Buy	60,788 +8,950	+17%	+$292K	0.02%	154
2024 Q3	$1.6M	Buy	51,838 +7,685	+17%	+$235K	0.02%	188
2024 Q2	$1.4M	Hold	44,153	–	–	0.02%	177
2024 Q1	$1.4M	Buy	44,153 +22,724	+106%	+$684K	0.02%	149
2023 Q4	$530K	Buy	21,429 +3,993	+23%	+$102K	0.01%	231
2023 Q3	$501K	Buy	17,436 +13,846	+386%	+$374K	0.01%	247
2023 Q2	$92K	Sell	3,590 -46,893	-93%	-$1.24M	﹤0.01%	525
2023 Q1	$1.04M	Buy	+50,483	New	+$1.19M	0.02%	186
2022 Q3	–	Sell	-1,800	Closed	-$52K	–	2095
2022 Q2	$52K	Buy	+1,800	New	+$42.5K	﹤0.01%	672

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 Trust Inc's BOTZ Position: Q2 2026 in Review

Blue Trust Inc increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.07% in Q2 2026, buying an estimated $38 and bringing the position to 1,347 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Blue Trust Inc first reported a position in BOTZ in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.94M in Q4 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Blue Trust Inc held 1,347 shares of Global X Robotics & Artificial Intelligence ETF worth $51.1K as of Q2 2026.
Blue Trust Inc bought 1 Global X Robotics & Artificial Intelligence ETF share in Q2 2026, an estimated $38.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1343 holding.
Blue Trust Inc first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2022 and has held it in 15 quarters since.
Blue Trust Inc's Global X Robotics & Artificial Intelligence ETF position peaked at $1.94M in Q4 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.