Carson Wealth (CWM LLC)
BOTZ icon

Carson Wealth (CWM LLC)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Carson Wealth (CWM 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 		$4.59M Buy
138,083
+4,629
+3% +$171K 0.01% 848
2025
Q4 		$4.83M Sell
133,454
-1,231
-0.9% -$44.6K 0.01% 791
2025
Q3 		$4.77M Buy
134,685
+12,377
+10% +$417K 0.01% 738
2025
Q2 		$3.99M Buy
122,308
+11,714
+11% +$347K 0.01% 664
2025
Q1 		$3.15M Buy
110,594
+12,277
+12% +$396K 0.01% 663
2024
Q4 		$3.14M Buy
98,317
+1,297
+1% +$42.3K 0.01% 607
2024
Q3 		$3.12M Sell
97,020
-8,685
-8% -$266K 0.01% 565
2024
Q2 		$3.26M Buy
105,705
+12,565
+13% +$387K 0.02% 518
2024
Q1 		$2.96M Buy
93,140
+22,747
+32% +$685K 0.01% 530
2023
Q4 		$2.01M Buy
70,393
+8,542
+14% +$218K 0.01% 577
2023
Q3 		$1.53M Sell
61,851
-10,177
-14% -$275K 0.01% 609
2023
Q2 		$2.07M Buy
72,028
+14,702
+26% +$390K 0.01% 511
2023
Q1 		$1.46M Buy
57,326
+9,809
+21% +$231K 0.01% 547
2022
Q4 		$976K Buy
47,517
+2,515
+6% +$50.6K 0.01% 622
2022
Q3 		$814K Buy
45,002
+392
+0.9% +$8.26K 0.01% 606
2022
Q2 		$906K Buy
44,610
+494
+1% +$11.7K 0.01% 583
2022
Q1 		$1.28M Buy
44,116
+2,425
+6% +$72.2K 0.01% 504
2021
Q4 		$1.5M Buy
+41,691
New +$1.54M 0.01% 495
2021
Q2 		$944K Hold
27,020
– – 0.01% 569
2021
Q1 		$944K Hold
27,020
– – 0.01% 569
2020
Q4 		$944K Hold
27,020
– – 0.01% 569
2020
Q3 		$944K Hold
27,020
– – 0.01% 569
2020
Q2 		$944K Hold
27,020
– – 0.01% 569
2020
Q1 		$944K Hold
27,020
– – 0.01% 569
2019
Q4 		$944K Hold
27,020
– – 0.01% 569
2019
Q3 		$944K Hold
27,020
– – 0.01% 569
2019
Q2 		$944K Hold
27,020
– – 0.01% 569
2019
Q1 		$944K Sell
27,020
-7,741
-22% -$146K 0.01% 569
2018
Q4 		$582K Buy
34,761
+12,921
+59% +$251K 0.01% 431
2018
Q3 		$500K Buy
21,840
+13,982
+178% +$312K 0.01% 385
2018
Q2 		$173K Buy
7,858
+4,306
+121% +$101K 0.01% 445
2018
Q1 		$86K Buy
+3,552
New +$89.3K ﹤0.01% 470

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 $1.89T 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BOTZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.5% in Q1 2026, buying an estimated $171K and bringing the position to 138,083 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #848.

Carson Wealth (CWM LLC) first reported a position in BOTZ in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.83M in Q4 2025. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 138,083 shares of Global X Robotics & Artificial Intelligence ETF worth $4.59M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,629 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $171K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #848 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Robotics & Artificial Intelligence ETF position peaked at $4.83M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.