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Creative Financial Designs’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Creative Financial Designs’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 		$99.6K Sell
2,999
-776
-21% -$28.7K 0.01% 689
2025
Q4 		$137K Sell
3,775
-182
-5% -$6.6K 0.01% 576
2025
Q3 		$140K Sell
3,957
-6,719
-63% -$227K 0.01% 554
2025
Q2 		$349K Sell
10,676
-2,982
-22% -$88.3K 0.03% 370
2025
Q1 		$389K Sell
13,658
-2,062
-13% -$66.6K 0.03% 320
2024
Q4 		$502K Buy
15,720
+172
+1% +$5.61K 0.04% 283
2024
Q3 		$500K Buy
15,548
+659
+4% +$20.2K 0.04% 289
2024
Q2 		$459K Buy
14,889
+904
+6% +$27.9K 0.04% 291
2024
Q1 		$445K Buy
13,985
+2,003
+17% +$60.3K 0.04% 281
2023
Q4 		$341K Buy
11,982
+3,511
+41% +$89.6K 0.03% 292
2023
Q3 		$209K Sell
8,471
-346
-4% -$9.34K 0.02% 323
2023
Q2 		$253K Buy
8,817
+1,052
+14% +$27.9K 0.03% 302
2023
Q1 		$198K Sell
7,765
-314
-4% -$7.39K 0.03% 330
2022
Q4 		$166K Sell
8,079
-1,070
-12% -$21.5K 0.02% 351
2022
Q3 		$165K Sell
9,149
-3,459
-27% -$72.9K 0.03% 332
2022
Q2 		$256K Sell
12,608
-1,464
-10% -$34.6K 0.04% 255
2022
Q1 		$408K Buy
14,072
+8,801
+167% +$262K 0.06% 216
2021
Q4 		$189K Buy
5,271
+976
+23% +$36K 0.03% 316
2021
Q3 		$157K Sell
4,295
-2,659
-38% -$95.4K 0.03% 355
2021
Q2 		$243K Buy
6,954
+1,466
+27% +$50.3K 0.04% 263
2021
Q1 		$182K Buy
5,488
+2,686
+96% +$91.9K 0.04% 288
2020
Q4 		$93K Buy
2,802
+1,040
+59% +$31.8K 0.02% 395
2020
Q3 		$49K Buy
1,762
+1,702
+2,837% +$44.9K 0.01% 463
2020
Q2 		$1K Buy
+60
New +$1.29K ﹤0.01% 1082
2018
Q4 		– Sell
-250
Closed -$6K – 600
2018
Q3 		$6K Hold
250
– – ﹤0.01% 492
2018
Q2 		$6K Buy
+250
New +$5.84K ﹤0.01% 522

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

Creative Financial Designs's BOTZ Position: Q1 2026 in Review

Creative Financial Designs reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 21% in Q1 2026, selling an estimated $28.7K and leaving 2,999 shares worth $99.6K. The position accounts for 0.01% of the portfolio, ranked #689.

Creative Financial Designs first reported a position in BOTZ in Q2 2018 and has held it in 26 quarters since. The position peaked at $502K in Q4 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Creative Financial Designs held 2,999 shares of Global X Robotics & Artificial Intelligence ETF worth $99.6K as of Q1 2026.
  • Creative Financial Designs sold 776 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $28.7K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #689 holding.
  • Creative Financial Designs first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and has held it in 26 quarters since.
  • Creative Financial Designs's Global X Robotics & Artificial Intelligence ETF position peaked at $502K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.