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

Compass Financial Services’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	–	Sell	-200	Closed	-$7.25K	–	75
2025 Q4	$7.25K	Hold	200	–	–	﹤0.01%	217
2025 Q3	$7.09K	Hold	200	–	–	﹤0.01%	226
2025 Q2	$6.53K	Hold	200	–	–	﹤0.01%	224
2025 Q1	$5.69K	Hold	200	–	–	﹤0.01%	223
2024 Q4	$6.39K	Buy	+200	New	+$6.52K	﹤0.01%	154

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

Compass Financial Services's BOTZ Position: Q1 2026 in Review

Compass Financial Services sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 200 shares — an estimated $7.25K sold.

Compass Financial Services first reported a position in BOTZ in Q4 2024 and held it in 5 quarters. The position peaked at $7.25K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Compass Financial Services reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 200 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $7.25K.
Compass Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and held it in 5 quarters.
Compass Financial Services's Global X Robotics & Artificial Intelligence ETF position peaked at $7.25K in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.