Coston McIsaac & Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Coston McIsaac & Partners’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	$26K	Hold	695	–	–	0.01%	439
2026 Q1	$23K	Buy	695 +17	+3%	+$628	0.01%	438
2025 Q4	$24K	Hold	678	–	–	0.01%	430
2025 Q3	$24K	Buy	678 +31	+5%	+$1.05K	0.01%	413
2025 Q2	$21K	Buy	647 +36	+6%	+$1.07K	0.01%	413
2025 Q1	$17K	Hold	611	–	–	0.01%	417
2024 Q4	$19K	Buy	611 +30	+5%	+$978	0.01%	394
2024 Q3	$18K	Buy	581 +1	+0.2%	+$31	0.01%	408
2024 Q2	$17K	Hold	580	–	–	0.01%	396
2024 Q1	$18K	Sell	580 -364	-39%	-$11K	0.01%	399
2023 Q4	$26K	Buy	944 +402	+74%	+$10.3K	0.01%	353
2023 Q3	$13K	Buy	542 +308	+132%	+$8.31K	﹤0.01%	436
2023 Q2	$6K	Buy	+234	New	+$6.21K	﹤0.01%	567
2023 Q1	–	Sell	-2,116	Closed	-$43K	–	800
2022 Q4	$43K	Buy	+2,116	New	+$42.6K	0.02%	290

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Coston McIsaac & Partners's BOTZ Position: Q2 2026 in Review

Coston McIsaac & Partners held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 695 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #439.

Coston McIsaac & Partners first reported a position in BOTZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $43K in Q4 2022. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Coston McIsaac & Partners held 695 shares of Global X Robotics & Artificial Intelligence ETF worth $26K as of Q2 2026.
Coston McIsaac & Partners left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #439 holding.
Coston McIsaac & Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 14 quarters since.
Coston McIsaac & Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $43K in Q4 2022.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.