Creative Planning
BOTZ icon

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

Creative Planning’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 		$3.7M Buy
111,452
+4,941
+5% +$183K ﹤0.01% 1416
2025
Q4 		$3.86M Buy
106,511
+4,395
+4% +$159K ﹤0.01% 1193
2025
Q3 		$3.62M Sell
102,116
-707
-0.7% -$23.8K ﹤0.01% 1075
2025
Q2 		$3.36M Sell
102,823
-248
-0.2% -$7.35K ﹤0.01% 971
2025
Q1 		$2.93M Sell
103,071
-321
-0.3% -$10.4K ﹤0.01% 943
2024
Q4 		$3.3M Buy
103,392
+3,077
+3% +$100K ﹤0.01% 850
2024
Q3 		$3.23M Buy
100,315
+4,333
+5% +$133K ﹤0.01% 824
2024
Q2 		$2.96M Buy
95,982
+1,260
+1% +$38.8K ﹤0.01% 831
2024
Q1 		$3.01M Buy
94,722
+16,047
+20% +$483K ﹤0.01% 800
2023
Q4 		$2.24M Buy
78,675
+26,463
+51% +$676K ﹤0.01% 882
2023
Q3 		$1.29M Buy
52,212
+12,077
+30% +$326K ﹤0.01% 1046
2023
Q2 		$1.15M Buy
40,135
+7,122
+22% +$189K ﹤0.01% 1064
2023
Q1 		$842K Buy
33,013
+1,033
+3% +$24.3K ﹤0.01% 1159
2022
Q4 		$657K Buy
31,980
+1,057
+3% +$21.3K ﹤0.01% 1270
2022
Q3 		$559K Sell
30,923
-2,630
-8% -$55.4K ﹤0.01% 1263
2022
Q2 		$682K Buy
33,553
+1,369
+4% +$32.4K ﹤0.01% 1143
2022
Q1 		$934K Sell
32,184
-970
-3% -$28.9K ﹤0.01% 1013
2021
Q4 		$1.19M Sell
33,154
-2
-0% -$74 ﹤0.01% 876
2021
Q3 		$1.21M Buy
33,156
+2,697
+9% +$96.8K ﹤0.01% 859
2021
Q2 		$1.06M Sell
30,459
-5,562
-15% -$191K ﹤0.01% 905
2021
Q1 		$1.19M Buy
36,021
+4,693
+15% +$161K ﹤0.01% 945
2020
Q4 		$1.04M Buy
31,328
+3,035
+11% +$92.8K ﹤0.01% 930
2020
Q3 		$789K Buy
28,293
+1,030
+4% +$27.1K ﹤0.01% 903
2020
Q2 		$651K Sell
27,263
-11,537
-30% -$247K ﹤0.01% 919
2020
Q1 		$704K Sell
38,800
-2,382
-6% -$49.1K ﹤0.01% 787
2019
Q4 		$901K Buy
41,182
+7,532
+22% +$159K ﹤0.01% 833
2019
Q3 		$674K Sell
33,650
-662
-2% -$12.9K ﹤0.01% 925
2019
Q2 		$712K Sell
34,312
-7,327
-18% -$150K ﹤0.01% 897
2019
Q1 		$836K Sell
41,639
-11,152
-21% -$211K ﹤0.01% 795
2018
Q4 		$884K Sell
52,791
-565
-1% -$11K ﹤0.01% 719
2018
Q3 		$1.22M Buy
53,356
+3,624
+7% +$80.9K ﹤0.01% 677
2018
Q2 		$1.09M Buy
49,732
+1,558
+3% +$36.4K ﹤0.01% 699
2018
Q1 		$1.17M Buy
48,174
+7,550
+19% +$190K ﹤0.01% 655
2017
Q4 		$963K Buy
40,624
+12,879
+46% +$302K ﹤0.01% 753
2017
Q3 		$603K Buy
27,745
+25,325
+1,046% +$511K ﹤0.01% 958
2017
Q2 		$45K Buy
2,420
+1,550
+178% +$28.2K ﹤0.01% 2590
2017
Q1 		$15K Buy
+870
New +$14.3K ﹤0.01% 3317

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 Planning's BOTZ Position: Q1 2026 in Review

Creative Planning increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.6% in Q1 2026, buying an estimated $183K and bringing the position to 111,452 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Creative Planning first reported a position in BOTZ in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.86M in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Creative Planning held 111,452 shares of Global X Robotics & Artificial Intelligence ETF worth $3.7M as of Q1 2026.
  • Creative Planning bought 4,941 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $183K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1416 holding.
  • Creative Planning first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2017 and has held it in 37 quarters since.
  • Creative Planning's Global X Robotics & Artificial Intelligence ETF position peaked at $3.86M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.