Cerity Partners
BOTZ icon

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

Cerity 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
Q2 		$9.34M Sell
246,161
-8,732
-3% -$332K 0.01% 804
2026
Q1 		$8.47M Buy
254,893
+232,977
+1,063% +$8.61M 0.01% 781
2025
Q4 		$794K Buy
21,916
+5,342
+32% +$194K ﹤0.01% 1826
2025
Q3 		$587K Buy
16,574
+1,104
+7% +$37.2K ﹤0.01% 1873
2025
Q2 		$505K Buy
15,470
+1,650
+12% +$48.9K ﹤0.01% 1847
2025
Q1 		$393K Sell
13,820
-1,794
-11% -$57.9K ﹤0.01% 1894
2024
Q4 		$499K Sell
15,614
-3,217
-17% -$105K ﹤0.01% 1759
2024
Q3 		$605K Sell
18,831
-3,544
-16% -$109K ﹤0.01% 1666
2024
Q2 		$690K Buy
22,375
+2,554
+13% +$78.7K ﹤0.01% 1393
2024
Q1 		$631K Sell
19,821
-834
-4% -$25.1K ﹤0.01% 1486
2023
Q4 		$589K Buy
+20,655
New +$527K ﹤0.01% 1203
2023
Q3 		– Sell
-25,831
Closed -$742K – 1428
2023
Q2 		$742K Buy
+25,831
New +$685K ﹤0.01% 1019

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

Cerity Partners's BOTZ Position: Q2 2026 in Review

Cerity Partners reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.4% in Q2 2026, selling an estimated $332K and leaving 246,161 shares worth $9.34M. The position accounts for 0.01% of the portfolio, ranked #804.

Cerity Partners first reported a position in BOTZ in Q2 2023 and has held it in 12 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Cerity Partners held 246,161 shares of Global X Robotics & Artificial Intelligence ETF worth $9.34M as of Q2 2026.
  • Cerity Partners sold 8,732 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $332K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #804 holding.
  • Cerity Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 12 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.