CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

CAPTRUST Financial Advisors’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 		$683K Sell
20,562
-5,054
-20% -$187K ﹤0.01% 1826
2025
Q4 		$928K Sell
25,616
-295
-1% -$10.7K ﹤0.01% 1552
2025
Q3 		$918K Sell
25,911
-471
-2% -$15.9K ﹤0.01% 1477
2025
Q2 		$861K Sell
26,382
-1,004
-4% -$29.7K ﹤0.01% 1434
2025
Q1 		$779K Sell
27,386
-4,744
-15% -$153K ﹤0.01% 1408
2024
Q4 		$1.03M Sell
32,130
-3,849
-11% -$125K ﹤0.01% 1219
2024
Q3 		$1.16M Sell
35,979
-7,475
-17% -$229K ﹤0.01% 1110
2024
Q2 		$1.34M Buy
43,454
+2,288
+6% +$70.5K ﹤0.01% 990
2024
Q1 		$1.31M Buy
41,166
+1,998
+5% +$60.1K ﹤0.01% 981
2023
Q4 		$1.12M Sell
39,168
-2,052
-5% -$52.4K ﹤0.01% 1187
2023
Q3 		$1.02M Buy
41,220
+1,416
+4% +$38.2K ﹤0.01% 1198
2023
Q2 		$1.14M Buy
+39,804
New +$1.06M ﹤0.01% 1128
2022
Q3 		– Sell
-5,867
Closed -$120K – 2318
2022
Q2 		$120K Buy
5,867
+1,052
+22% +$24.9K ﹤0.01% 2071
2022
Q1 		$140K Sell
4,815
-1,102
-19% -$32.8K ﹤0.01% 1994
2021
Q4 		$213K Buy
5,917
+50
+0.9% +$1.84K ﹤0.01% 1594
2021
Q3 		$215K Buy
5,867
+2,335
+66% +$83.8K ﹤0.01% 1505
2021
Q2 		$124K Buy
3,532
+202
+6% +$6.93K ﹤0.01% 1849
2021
Q1 		$110K Sell
3,330
-771
-19% -$26.4K ﹤0.01% 1884
2020
Q4 		$136K Buy
4,101
+1,791
+78% +$54.8K ﹤0.01% 1365
2020
Q3 		$65K Sell
2,310
-990
-30% -$26.1K ﹤0.01% 1538
2020
Q2 		$79K Buy
+3,300
New +$70.7K ﹤0.01% 1428
2019
Q4 		– Sell
-610
Closed -$12K – 1105
2019
Q3 		$12K Buy
610
+200
+49% +$3.91K ﹤0.01% 1438
2019
Q2 		$9K Buy
410
+230
+128% +$4.7K ﹤0.01% 1521
2019
Q1 		$4K Buy
+180
New +$3.4K ﹤0.01% 1566

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors's BOTZ Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 20% in Q1 2026, selling an estimated $187K and leaving 20,562 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

CAPTRUST Financial Advisors first reported a position in BOTZ in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.34M in Q2 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • CAPTRUST Financial Advisors held 20,562 shares of Global X Robotics & Artificial Intelligence ETF worth $683K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 5,054 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $187K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1826 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.34M in Q2 2024.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.