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CGC Financial Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

CGC Financial Services’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 		$374K Buy
9,857
+27
+0.3% +$1.03K 0.08% 51
2026
Q1 		$327K Sell
9,830
-1,024
-9% -$37.8K 0.09% 48
2025
Q4 		$393K Hold
10,854
– – 0.11% 41
2025
Q3 		$385K Buy
10,854
+1,200
+12% +$40.5K 0.11% 36
2025
Q2 		$315K Hold
9,654
– – 0.11% 43
2025
Q1 		$275K Buy
9,654
+8,615
+829% +$278K 0.11% 44
2024
Q4 		$33.2K Hold
1,039
– – 0.01% 127
2024
Q3 		$33.4K Hold
1,039
– – 0.01% 127
2024
Q2 		$32.1K Hold
1,039
– – 0.01% 129
2024
Q1 		$33.1K Sell
1,039
-145
-12% -$4.37K 0.02% 126
2023
Q4 		$33.7K Hold
1,184
– – 0.02% 131
2023
Q3 		$29.3K Hold
1,184
– – 0.02% 112
2023
Q2 		$34K Buy
+1,184
New +$31.4K 0.02% 110

Other funds holding BOTZ

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

CGC Financial Services's BOTZ Position: Q2 2026 in Review

CGC Financial Services increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.27% in Q2 2026, buying an estimated $1.03K and bringing the position to 9,857 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #51.

CGC Financial Services first reported a position in BOTZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $393K in Q4 2025. 54 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • CGC Financial Services held 9,857 shares of Global X Robotics & Artificial Intelligence ETF worth $374K as of Q2 2026.
  • CGC Financial Services bought 27 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $1.03K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.08% of CGC Financial Services's portfolio in Q2 2026, its #51 holding.
  • CGC Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Global X Robotics & Artificial Intelligence ETF position peaked at $393K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.