Caldwell Sutter Capital’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Caldwell Sutter Capital’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	$1.14K	Hold	30	–	–	﹤0.01%	848
2026 Q1	$997	Hold	30	–	–	﹤0.01%	813
2025 Q4	$1.09K	Hold	30	–	–	﹤0.01%	801
2025 Q3	$1.06K	Hold	30	–	–	﹤0.01%	795
2025 Q2	$980	Buy	30 +10	+50%	+$296	﹤0.01%	776
2025 Q1	$569	Buy	20 +10	+100%	+$323	﹤0.01%	829
2024 Q4	$320	Hold	10	–	–	﹤0.01%	858
2024 Q3	$322	Hold	10	–	–	﹤0.01%	868
2024 Q2	$309	Hold	10	–	–	﹤0.01%	882
2024 Q1	$318	Hold	10	–	–	﹤0.01%	873
2023 Q4	$285	Hold	10	–	–	﹤0.01%	907
2023 Q3	$247	Hold	10	–	–	﹤0.01%	849
2023 Q2	$287	Sell	10 -90	-90%	-$2.39K	﹤0.01%	836
2023 Q1	$2.55K	Buy	+100	New	+$2.35K	﹤0.01%	476

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

Caldwell Sutter Capital's BOTZ Position: Q2 2026 in Review

Caldwell Sutter Capital held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 30 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Caldwell Sutter Capital first reported a position in BOTZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.55K in Q1 2023. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Caldwell Sutter Capital held 30 shares of Global X Robotics & Artificial Intelligence ETF worth $1.14K as of Q2 2026.
Caldwell Sutter Capital 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 Caldwell Sutter Capital's portfolio in Q2 2026, its #848 holding.
Caldwell Sutter Capital first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Global X Robotics & Artificial Intelligence ETF position peaked at $2.55K in Q1 2023.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.