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Coldstream Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Coldstream Capital Management’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 		$254K Buy
7,640
+344
+5% +$12.7K ﹤0.01% 1019
2025
Q4 		$264K Sell
7,296
-384
-5% -$13.9K ﹤0.01% 967
2025
Q3 		$272K Hold
7,680
– – ﹤0.01% 982
2025
Q2 		$251K Sell
7,680
-14
-0.2% -$415 ﹤0.01% 968
2025
Q1 		$219K Sell
7,694
-260
-3% -$8.39K ﹤0.01% 962
2024
Q4 		$254K Buy
7,954
+274
+4% +$8.93K 0.01% 908
2024
Q3 		$247K Hold
7,680
– – 0.01% 936
2024
Q2 		$237K Hold
7,680
– – 0.01% 864
2024
Q1 		$244K Hold
7,680
– – 0.01% 856
2023
Q4 		$219K Buy
+7,680
New +$196K 0.01% 850
2023
Q3 		– Sell
-7,790
Closed -$224K – 804
2023
Q2 		$224K Buy
+7,790
New +$207K 0.01% 743
2023
Q1 		– Sell
-11,126
Closed -$229K – 839
2022
Q4 		$229K Buy
+11,126
New +$224K 0.01% 724
2022
Q2 		$266K Buy
13,074
+1,067
+9% +$25.2K 0.01% 608
2022
Q1 		$348K Buy
12,007
+689
+6% +$20.5K 0.01% 511
2021
Q4 		$407K Buy
11,318
+2,868
+34% +$106K 0.01% 493
2021
Q3 		$236K Sell
8,450
-2,788
-25% -$100K 0.01% 354
2021
Q2 		$393K Buy
11,238
+700
+7% +$24K 0.02% 322
2021
Q1 		$349K Buy
10,538
+2,088
+25% +$71.5K 0.02% 286
2020
Q4 		$280K Buy
+8,450
New +$258K 0.02% 309

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coldstream Capital Management's BOTZ Position: Q1 2026 in Review

Coldstream Capital Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.7% in Q1 2026, buying an estimated $12.7K and bringing the position to 7,640 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Coldstream Capital Management first reported a position in BOTZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $407K in Q4 2021. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Coldstream Capital Management held 7,640 shares of Global X Robotics & Artificial Intelligence ETF worth $254K as of Q1 2026.
  • Coldstream Capital Management bought 344 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $12.7K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1019 holding.
  • Coldstream Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 19 quarters since.
  • Coldstream Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $407K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.