Compass Financial Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Compass Financial 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 Q2	$13.3K	Buy	+351	New	+$13.4K	﹤0.01%	991

Other funds holding BOTZ

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

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

Compass Financial Management's BOTZ Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #991 holding.
437 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.