Brown, Lisle/Cummings’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Brown, Lisle/Cummings’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	$116K	Buy	3,050 +300	+11%	+$11.4K	0.03%	292
2026 Q1	$91.4K	Hold	2,750	–	–	0.02%	293
2025 Q4	$99.6K	Hold	2,750	–	–	0.02%	281
2025 Q3	$97.4K	Hold	2,750	–	–	0.03%	281
2025 Q2	$89.8K	Buy	2,750 +50	+2%	+$1.48K	0.02%	282
2025 Q1	$76.8K	Buy	2,700 +1,400	+108%	+$45.2K	0.02%	295
2024 Q4	$41.5K	Buy	1,300 +900	+225%	+$29.3K	0.01%	353
2024 Q3	$12.9K	Hold	400	–	–	﹤0.01%	445
2024 Q2	$12.3K	Buy	+400	New	+$12.3K	﹤0.01%	430

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

Brown, Lisle/Cummings's BOTZ Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 11% in Q2 2026, buying an estimated $11.4K and bringing the position to 3,050 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #292.

Brown, Lisle/Cummings first reported a position in BOTZ in Q2 2024 and has held it in 9 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Brown, Lisle/Cummings held 3,050 shares of Global X Robotics & Artificial Intelligence ETF worth $116K as of Q2 2026.
Brown, Lisle/Cummings bought 300 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $11.4K.
Global X Robotics & Artificial Intelligence ETF made up 0.03% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #292 holding.
Brown, Lisle/Cummings first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and has held it in 9 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.