Comprehensive Financial Consultants Institutional’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Comprehensive Financial Consultants Institutional’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	$233K	Buy	+6,152	New	+$234K	0.06%	191
2026 Q1	–	Sell	-5,856	Closed	-$212K	–	194
2025 Q4	$212K	Buy	+5,856	New	+$212K	0.06%	186

Other funds holding BOTZ

LPL Financial San Diego, California $445B AUM 25.58% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's BOTZ Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026: 6,152 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #191 among its holdings. This is a return to the name: Comprehensive Financial Consultants Institutional previously reported a position in BOTZ as recently as Q4 2025.

Comprehensive Financial Consultants Institutional first reported a position in BOTZ in Q4 2025 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Comprehensive Financial Consultants Institutional held 6,152 shares of Global X Robotics & Artificial Intelligence ETF worth $233K as of Q2 2026.
Global X Robotics & Artificial Intelligence ETF was a new Comprehensive Financial Consultants Institutional position in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #191 holding.
Comprehensive Financial Consultants Institutional first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and has held it in 2 quarters since.
265 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.