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Caprock Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Caprock Group’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 		$529K Hold
13,944
– – 0.01% 836
2026
Q1 		$463K Buy
13,944
+6,907
+98% +$255K 0.01% 774
2025
Q4 		$256K Buy
7,037
+404
+6% +$14.6K 0.01% 1045
2025
Q3 		$223K Buy
+6,633
New +$224K 0.01% 1032
2025
Q1 		$266K Sell
9,358
-4,024
-30% -$130K 0.01% 912
2024
Q4 		$428K Buy
+13,382
New +$436K 0.01% 676

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

Caprock Group's BOTZ Position: Q2 2026 in Review

Caprock Group held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 13,944 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #836.

Caprock Group first reported a position in BOTZ in Q4 2024 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Caprock Group held 13,944 shares of Global X Robotics & Artificial Intelligence ETF worth $529K as of Q2 2026.
  • Caprock Group 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 Caprock Group's portfolio in Q2 2026, its #836 holding.
  • Caprock Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 6 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.