Corient Private Wealth
BOTZ icon

Corient Private Wealth’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Corient Private Wealth’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 		$616K Sell
16,244
-3,170
-16% -$121K ﹤0.01% 2083
2026
Q1 		$645K Buy
19,414
+1,209
+7% +$44.7K ﹤0.01% 1897
2025
Q4 		$661K Sell
18,205
-1,258
-6% -$45.6K ﹤0.01% 1720
2025
Q3 		$690K Buy
19,463
+4,647
+31% +$157K ﹤0.01% 1624
2025
Q2 		$484K Sell
14,816
-85,975
-85% -$2.55M ﹤0.01% 1724
2025
Q1 		$2.87M Buy
100,791
+86,192
+590% +$2.78M ﹤0.01% 851
2024
Q4 		$466K Buy
14,599
+6,644
+84% +$217K ﹤0.01% 1665
2024
Q3 		$256K Sell
7,955
-6,961
-47% -$213K ﹤0.01% 2095
2024
Q2 		$460K Buy
14,916
+356
+2% +$11K ﹤0.01% 1693
2024
Q1 		$463K Buy
14,560
+2,281
+19% +$68.7K ﹤0.01% 1670
2023
Q4 		$350K Sell
12,279
-4,627
-27% -$118K ﹤0.01% 1790
2023
Q3 		$418K Buy
16,906
+7,122
+73% +$192K ﹤0.01% 1583
2023
Q2 		$282K Hold
9,784
– – ﹤0.01% 1725
2023
Q1 		$249K Buy
+9,784
New +$230K ﹤0.01% 1694

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Corient Private Wealth's BOTZ Position: Q2 2026 in Review

Corient Private Wealth reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 16% in Q2 2026, selling an estimated $121K and leaving 16,244 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Corient Private Wealth first reported a position in BOTZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.87M in Q1 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Corient Private Wealth held 16,244 shares of Global X Robotics & Artificial Intelligence ETF worth $616K as of Q2 2026.
  • Corient Private Wealth sold 3,170 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $121K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2083 holding.
  • Corient Private Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $2.87M in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.