Capital Analysts LLC’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Capital Analysts 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 Q1	$56K	Buy	1,673 +1,052	+169%	+$38.9K	﹤0.01%	921
2025 Q4	$22K	Hold	621	–	–	﹤0.01%	1080
2025 Q3	$22K	Hold	621	–	–	﹤0.01%	1049
2025 Q2	$20K	Hold	621	–	–	﹤0.01%	1013
2025 Q1	$18K	Hold	621	–	–	﹤0.01%	1019
2024 Q4	$20K	Hold	621	–	–	﹤0.01%	937
2024 Q3	$20K	Hold	621	–	–	﹤0.01%	903
2024 Q2	$19K	Hold	621	–	–	﹤0.01%	868
2024 Q1	$20K	Buy	+621	New	+$18.7K	﹤0.01%	818
2023 Q2	–	Sell	-2,506	Closed	-$64K	–	1000
2023 Q1	$64K	Hold	2,506	–	–	﹤0.01%	545
2022 Q4	$51K	Hold	2,506	–	–	﹤0.01%	615
2022 Q3	$45K	Buy	+2,506	New	+$52.8K	﹤0.01%	581
2021 Q4	–	Sell	-10,972	Closed	-$401K	–	1003
2021 Q3	$401K	Buy	10,972 +7,007	+177%	+$251K	0.03%	275
2021 Q2	$139K	Sell	3,965 -153	-4%	-$5.25K	0.01%	391
2021 Q1	$136K	Buy	+4,118	New	+$141K	0.01%	402

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's BOTZ Position: Q1 2026 in Review

Capital Analysts LLC increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 169% in Q1 2026, buying an estimated $38.9K and bringing the position to 1,673 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Capital Analysts LLC first reported a position in BOTZ in Q1 2021 and has held it in 15 quarters since. The position peaked at $401K in Q3 2021. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Capital Analysts LLC held 1,673 shares of Global X Robotics & Artificial Intelligence ETF worth $56K as of Q1 2026.
Capital Analysts LLC bought 1,052 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $38.9K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #921 holding.
Capital Analysts LLC first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and has held it in 15 quarters since.
Capital Analysts LLC's Global X Robotics & Artificial Intelligence ETF position peaked at $401K in Q3 2021.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.