Bogart Wealth LLC’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bogart Wealth LLC’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	$12K	Hold	315	–	–	﹤0.01%	946
2026 Q1	$10.5K	Hold	315	–	–	﹤0.01%	895
2025 Q4	$11.4K	Hold	315	–	–	﹤0.01%	838
2025 Q3	$11.2K	Hold	315	–	–	﹤0.01%	809
2025 Q2	$10.3K	Buy	315 +1	+0.3%	+$30	﹤0.01%	792
2025 Q1	$8.94K	Hold	314	–	–	﹤0.01%	781
2024 Q4	$10K	Hold	314	–	–	﹤0.01%	736
2024 Q3	$10.1K	Hold	314	–	–	﹤0.01%	696
2024 Q2	$9.69K	Buy	314 +4	+1%	+$123	﹤0.01%	677
2024 Q1	$9.86K	Sell	310 -61	-16%	-$1.84K	﹤0.01%	654
2023 Q4	$10.6K	Buy	371 +300	+423%	+$7.66K	﹤0.01%	609
2023 Q3	$1.75K	Hold	71	–	–	﹤0.01%	900
2023 Q2	$2.04K	Hold	71	–	–	﹤0.01%	878
2023 Q1	$1.81K	Hold	71	–	–	﹤0.01%	920
2022 Q4	$1.46K	Hold	71	–	–	﹤0.01%	824
2022 Q3	$1K	Hold	71	–	–	﹤0.01%	871
2022 Q2	$1K	Hold	71	–	–	﹤0.01%	816
2022 Q1	$2K	Hold	71	–	–	﹤0.01%	662
2021 Q4	$3K	Hold	71	–	–	﹤0.01%	608
2021 Q3	$3K	Hold	71	–	–	﹤0.01%	582
2021 Q2	$2K	Hold	71	–	–	﹤0.01%	587
2021 Q1	$2K	Hold	71	–	–	﹤0.01%	542
2020 Q4	$2K	Hold	71	–	–	﹤0.01%	398
2020 Q3	$1K	Hold	71	–	–	﹤0.01%	401
2020 Q2	$2K	Hold	71	–	–	﹤0.01%	379
2020 Q1	$1K	Hold	71	–	–	﹤0.01%	380
2019 Q4	$2K	Hold	71	–	–	﹤0.01%	357
2019 Q3	$1K	Hold	71	–	–	﹤0.01%	342
2019 Q2	$1K	Sell	71 -45	-39%	-$920	﹤0.01%	314
2019 Q1	$2K	Hold	116	–	–	﹤0.01%	311
2018 Q4	$1K	Hold	116	–	–	﹤0.01%	326
2018 Q3	$3K	Hold	116	–	–	﹤0.01%	285
2018 Q2	$2K	Buy	116 +15	+15%	+$350	﹤0.01%	311
2018 Q1	$2K	Buy	+101	New	+$2.54K	﹤0.01%	306

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

Bogart Wealth LLC's BOTZ Position: Q2 2026 in Review

Bogart Wealth LLC held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 315 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Bogart Wealth LLC first reported a position in BOTZ in Q1 2018 and has held it in 34 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Bogart Wealth LLC held 315 shares of Global X Robotics & Artificial Intelligence ETF worth $12K as of Q2 2026.
Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #946 holding.
Bogart Wealth LLC first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 34 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.