Chevy Chase Trust’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Chevy Chase Trust’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	-170,202	Closed	-$6.17M	–	644
2025 Q4	$6.17M	Buy	+170,202	New	+$6.17M	0.02%	487
2024 Q1	–	Sell	-232,205	Closed	-$6.62M	–	613
2023 Q4	$6.62M	Buy	+232,205	New	+$5.93M	0.02%	468
2023 Q1	–	Sell	-474,610	Closed	-$9.75M	–	639
2022 Q4	$9.75M	Buy	+474,610	New	+$9.55M	0.04%	376
2019 Q1	–	Sell	-19,254	Closed	-$322K	–	662
2018 Q4	$322K	Buy	+19,254	New	+$374K	﹤0.01%	628

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust's BOTZ Position: Q1 2026 in Review

Chevy Chase Trust sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 170,202 shares — an estimated $6.17M sold.

Chevy Chase Trust first reported a position in BOTZ in Q4 2018 and held it in 4 quarters. The position peaked at $9.75M in Q4 2022. 444 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Chevy Chase Trust reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
Chevy Chase Trust sold 170,202 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $6.17M.
Chevy Chase Trust first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and held it in 4 quarters.
Chevy Chase Trust's Global X Robotics & Artificial Intelligence ETF position peaked at $9.75M in Q4 2022.
444 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.