Clearstead Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Clearstead Advisors’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	$44.5K	Sell	1,173 -1,090	-48%	-$41.5K	﹤0.01%	1536
2026 Q1	$75.2K	Buy	2,263 +971	+75%	+$35.9K	﹤0.01%	1212
2025 Q4	$46.8K	Hold	1,292	–	–	﹤0.01%	1431
2025 Q3	$45.8K	Hold	1,292	–	–	﹤0.01%	1312
2025 Q2	$42.2K	Buy	1,292 +1,085	+524%	+$32.1K	﹤0.01%	1334
2025 Q1	$5.88K	Sell	207 -3,000	-94%	-$96.8K	﹤0.01%	1717
2024 Q4	$102K	Buy	3,207 +3,000	+1,449%	+$97.8K	﹤0.01%	1029
2024 Q3	$6.64K	Buy	207 +1	+0.5%	+$31	﹤0.01%	1666
2024 Q2	$6.37K	Hold	206	–	–	﹤0.01%	1647
2024 Q1	$6.46K	Buy	+206	New	+$6.2K	﹤0.01%	1139

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Clearstead Advisors's BOTZ Position: Q2 2026 in Review

Clearstead Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 48% in Q2 2026, selling an estimated $41.5K and leaving 1,173 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Clearstead Advisors first reported a position in BOTZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $102K in Q4 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Clearstead Advisors held 1,173 shares of Global X Robotics & Artificial Intelligence ETF worth $44.5K as of Q2 2026.
Clearstead Advisors sold 1,090 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $41.5K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1536 holding.
Clearstead Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and has held it in 10 quarters since.
Clearstead Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $102K in Q4 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.