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Castleview Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Castleview Partners’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 		– Sell
-26,063
Closed -$944K – 208
2025
Q4 		$944K Buy
+26,063
New +$945K 0.47% 46

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

Castleview Partners's BOTZ Position: Q1 2026 in Review

Castleview Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 26,063 shares — an estimated $944K sold.

Castleview Partners first reported a position in BOTZ in Q4 2025 and held it in 1 quarter. The position peaked at $944K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Castleview Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
  • Castleview Partners sold 26,063 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $944K.
  • Castleview Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and held it in 1 quarter.
  • Castleview Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $944K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.