CFML
BOTZ icon

COMPASS FINANCIAL MANAGEMENT LLC’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$13.3K Buy
+351
New +$13.4K ﹤0.01% 991

Other funds holding BOTZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BOTZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026: 351 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings.

356 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 351 shares of Global X Robotics & Artificial Intelligence ETF worth $13.3K as of Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #991 holding.
  • 356 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.