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Cassaday & Co Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Cassaday & Co Wealth Management’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 		$2.24K Hold
59
– – ﹤0.01% 1020
2026
Q1 		$1.96K Buy
+59
New +$2.18K ﹤0.01% 1069

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

Cassaday & Co Wealth Management's BOTZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 59 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Cassaday & Co Wealth Management first reported a position in BOTZ in Q1 2026 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Cassaday & Co Wealth Management held 59 shares of Global X Robotics & Artificial Intelligence ETF worth $2.24K as of Q2 2026.
  • Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • Cassaday & Co Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2026 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.