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BOS Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

BOS Asset 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 		$450K Sell
11,861
-4,967
-30% -$189K 0.1% 134
2026
Q1 		$559K Sell
16,828
-192
-1% -$7.09K 0.14% 114
2025
Q4 		$617K Buy
17,020
+2,052
+14% +$74.4K 0.17% 102
2025
Q3 		$530K Buy
+14,968
New +$505K 0.15% 109

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BOS Asset Management's BOTZ Position: Q2 2026 in Review

BOS Asset Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 30% in Q2 2026, selling an estimated $189K and leaving 11,861 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #134.

BOS Asset Management first reported a position in BOTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $617K in Q4 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • BOS Asset Management held 11,861 shares of Global X Robotics & Artificial Intelligence ETF worth $450K as of Q2 2026.
  • BOS Asset Management sold 4,967 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $189K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.1% of BOS Asset Management's portfolio in Q2 2026, its #134 holding.
  • BOS Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and has held it in 4 quarters since.
  • BOS Asset Management's Global X Robotics & Artificial Intelligence ETF position peaked at $617K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.