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
Q1 		$645K Sell
19,414
-16,996
-47% -$628K ﹤0.01% 1897
2025
Q4 		$1.32M Buy
36,410
+16,947
+87% +$614K ﹤0.01% 1744
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Private Wealth's BOTZ Position: Q1 2026 in Review

Corient Private Wealth reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 47% in Q1 2026, selling an estimated $628K and leaving 19,414 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Corient Private Wealth first reported a position in BOTZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.87M in Q1 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Corient Private Wealth held 19,414 shares of Global X Robotics & Artificial Intelligence ETF worth $645K as of Q1 2026.
  • Corient Private Wealth sold 16,996 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $628K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1897 holding.
  • Corient Private Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $2.87M in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.