Crestwood Advisors Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Crestwood Advisors Group’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	$5.39M	Sell	141,940 -1,883	-1%	-$71.6K	0.08%	148
2026 Q1	$4.78M	Buy	143,823 +40,946	+40%	+$1.51M	0.08%	145
2025 Q4	$3.73M	Buy	102,877 +6,323	+7%	+$229K	0.06%	162
2025 Q3	$3.42M	Sell	96,554 -1,250	-1%	-$42.2K	0.06%	167
2025 Q2	$3.19M	Buy	97,804 +2,807	+3%	+$83.1K	0.06%	168
2025 Q1	$2.7M	Buy	94,997 +10,325	+12%	+$333K	0.05%	173
2024 Q4	$2.71M	Buy	84,672 +1,183	+1%	+$38.6K	0.05%	166
2024 Q3	$2.68M	Buy	83,489 +154	+0.2%	+$4.72K	0.05%	161
2024 Q2	$2.57M	Sell	83,335 -602	-0.7%	-$18.6K	0.05%	155
2024 Q1	$2.67M	Buy	83,937 +5,178	+7%	+$156K	0.06%	151
2023 Q4	$2.24M	Buy	78,759 +4,178	+6%	+$107K	0.05%	155
2023 Q3	$1.84M	Buy	+74,581	New	+$2.01M	0.05%	158

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

Crestwood Advisors Group's BOTZ Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.3% in Q2 2026, selling an estimated $71.6K and leaving 141,940 shares worth $5.39M. The position accounts for 0.08% of the portfolio, ranked #148.

Crestwood Advisors Group first reported a position in BOTZ in Q3 2023 and has held it in 12 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Crestwood Advisors Group held 141,940 shares of Global X Robotics & Artificial Intelligence ETF worth $5.39M as of Q2 2026.
Crestwood Advisors Group sold 1,883 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $71.6K.
Global X Robotics & Artificial Intelligence ETF made up 0.08% of Crestwood Advisors Group's portfolio in Q2 2026, its #148 holding.
Crestwood Advisors Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and has held it in 12 quarters since.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.