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
2023
Q4 		– Sell
-10,000
Closed -$247 – 2682
2023
Q3 		$247 Buy
+10,000
New +$270K ﹤0.01% 2586

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.