Compagnie Lombard Odier SCmA’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Compagnie Lombard Odier SCmA’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	$33.2K	Sell	1,000 -2,000	-67%	-$73.9K	﹤0.01%	349
2025 Q4	$109K	Hold	3,000	–	–	﹤0.01%	294
2025 Q3	$106K	Sell	3,000 -2,000	-40%	-$67.5K	﹤0.01%	293
2025 Q2	$163K	Buy	5,000 +1,000	+25%	+$29.6K	﹤0.01%	254
2025 Q1	$114K	Buy	4,000 +2,000	+100%	+$64.6K	﹤0.01%	295
2024 Q4	$63.9K	Sell	2,000 -3,000	-60%	-$97.8K	﹤0.01%	319
2024 Q3	$161K	Sell	5,000 -3,000	-38%	-$91.9K	﹤0.01%	260
2024 Q2	$247K	Hold	8,000	–	–	﹤0.01%	225
2024 Q1	$254K	Sell	8,000 -2,000	-20%	-$60.2K	﹤0.01%	234
2023 Q4	$285K	Hold	10,000	–	–	0.01%	250
2023 Q3	$247K	Hold	10,000	–	–	0.01%	243
2023 Q2	$287K	Buy	+10,000	New	+$265K	0.01%	222
2019 Q1	–	Sell	-4,300	Closed	-$72K	–	578
2018 Q4	$72K	Sell	4,300 -12,800	-75%	-$248K	﹤0.01%	356
2018 Q3	$391K	Sell	17,100 -1,435	-8%	-$32K	0.01%	227
2018 Q2	$409K	Sell	18,535 -20,000	-52%	-$467K	0.02%	231
2018 Q1	$933K	Sell	38,535 -30,535	-44%	-$768K	0.03%	178
2017 Q4	$1.64M	Buy	69,070 +60,270	+685%	+$1.41M	0.03%	191
2017 Q3	$191K	Buy	8,800 +4,950	+129%	+$100K	0.01%	372
2017 Q2	$72K	Buy	+3,850	New	+$69.9K	﹤0.01%	472

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Compagnie Lombard Odier SCmA's BOTZ Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 67% in Q1 2026, selling an estimated $73.9K and leaving 1,000 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Compagnie Lombard Odier SCmA first reported a position in BOTZ in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2017. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Compagnie Lombard Odier SCmA held 1,000 shares of Global X Robotics & Artificial Intelligence ETF worth $33.2K as of Q1 2026.
Compagnie Lombard Odier SCmA sold 2,000 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $73.9K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #349 holding.
Compagnie Lombard Odier SCmA first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2017 and has held it in 19 quarters since.
Compagnie Lombard Odier SCmA's Global X Robotics & Artificial Intelligence ETF position peaked at $1.64M in Q4 2017.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.