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

CreativeOne 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 		$1.06M Sell
27,903
-2,886
-9% -$110K 0.02% 563
2026
Q1 		$1.02M Sell
30,789
-1,050
-3% -$38.8K 0.02% 570
2025
Q4 		$1.15M Sell
31,839
-10,414
-25% -$378K 0.03% 498
2025
Q3 		$1.5M Sell
42,253
-12,598
-23% -$425K 0.04% 410
2025
Q2 		$1.79M Sell
54,851
-13,661
-20% -$405K 0.05% 371
2025
Q1 		$1.95M Sell
68,512
-4,660
-6% -$150K 0.06% 312
2024
Q4 		$2.34M Sell
73,172
-14,230
-16% -$464K 0.07% 256
2024
Q3 		$2.81M Buy
87,402
+5,186
+6% +$159K 0.1% 206
2024
Q2 		$2.54M Sell
82,216
-23,439
-22% -$722K 0.13% 157
2024
Q1 		$3.36M Buy
105,655
+17,148
+19% +$516K 0.13% 141
2023
Q4 		$2.52M Buy
88,507
+24,400
+38% +$623K 0.16% 123
2023
Q3 		$1.58M Sell
64,107
-25,116
-28% -$678K 0.11% 175
2023
Q2 		$2.56M Buy
89,223
+22,065
+33% +$585K 0.12% 160
2023
Q1 		$1.71M Buy
67,158
+4,985
+8% +$117K 0.08% 214
2022
Q4 		$1.28M Sell
62,173
-11,323
-15% -$228K 0.07% 248
2022
Q3 		$1.33M Sell
73,496
-48,442
-40% -$1.02M 0.08% 213
2022
Q2 		$2.48M Sell
121,938
-6,601
-5% -$156K 0.13% 122
2022
Q1 		$3.73M Buy
128,539
+75,396
+142% +$2.25M 0.19% 83
2021
Q4 		$1.91M Buy
53,143
+7,880
+17% +$290K 0.09% 193
2021
Q3 		$1.66M Sell
45,263
-44,604
-50% -$1.6M 0.1% 179
2021
Q2 		$3.14M Buy
89,867
+12,432
+16% +$426K 0.19% 104
2021
Q1 		$2.57M Buy
77,435
+17,348
+29% +$594K 0.19% 94
2020
Q4 		$1.99M Buy
60,087
+35,896
+148% +$1.1M 0.16% 103
2020
Q3 		$674K Buy
24,191
+4,332
+22% +$114K 0.09% 132
2020
Q2 		$474K Buy
+19,859
New +$426K 0.07% 153

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

CreativeOne Wealth's BOTZ Position: Q2 2026 in Review

CreativeOne Wealth reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 9.4% in Q2 2026, selling an estimated $110K and leaving 27,903 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #563.

CreativeOne Wealth first reported a position in BOTZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.73M in Q1 2022. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • CreativeOne Wealth held 27,903 shares of Global X Robotics & Artificial Intelligence ETF worth $1.06M as of Q2 2026.
  • CreativeOne Wealth sold 2,886 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $110K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #563 holding.
  • CreativeOne Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2020 and has held it in 25 quarters since.
  • CreativeOne Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $3.73M in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.