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Ellis Investment Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Ellis Investment 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 		$604K Sell
15,930
-224
-1% -$8.52K 0.09% 156
2026
Q1 		$537K Sell
16,154
-133
-0.8% -$4.91K 0.09% 155
2025
Q4 		$590K Sell
16,287
-6,047
-27% -$219K 0.1% 145
2025
Q3 		$791K Sell
22,334
-2,585
-10% -$87.2K 0.14% 119
2025
Q2 		$814K Buy
24,919
+320
+1% +$9.48K 0.16% 109
2025
Q1 		$700K Sell
24,599
-279
-1% -$9.01K 0.14% 114
2024
Q4 		$795K Sell
24,878
-72
-0.3% -$2.35K 0.16% 107
2024
Q3 		$802K Sell
24,950
-384
-2% -$11.8K 0.16% 109
2024
Q2 		$782K Buy
25,334
+665
+3% +$20.5K 0.17% 106
2024
Q1 		$785K Sell
24,669
-284
-1% -$8.55K 0.17% 103
2023
Q4 		$711K Sell
24,953
-34,052
-58% -$869K 0.17% 107
2023
Q3 		$1.46M Buy
59,005
+9
+0% +$243 0.38% 63
2023
Q2 		$1.7M Sell
58,996
-105
-0.2% -$2.79K 0.42% 61
2023
Q1 		$1.51M Sell
59,101
-2,238
-4% -$52.6K 0.39% 65
2022
Q4 		$1.26M Sell
61,339
-19,588
-24% -$394K 0.34% 72
2022
Q3 		$1.46M Sell
80,927
-792
-1% -$16.7K 0.41% 58
2022
Q2 		$1.66M Buy
81,719
+226
+0.3% +$5.34K 0.45% 51
2022
Q1 		$2.36M Sell
81,493
-2,144
-3% -$63.9K 0.56% 40
2021
Q4 		$3M Buy
83,637
+8,312
+11% +$306K 0.69% 36
2021
Q3 		$2.75M Buy
75,325
+2,060
+3% +$73.9K 0.7% 36
2021
Q2 		$2.56M Buy
73,265
+11,121
+18% +$381K 0.65% 39
2021
Q1 		$2.06M Buy
62,144
+10,306
+20% +$353K 0.57% 43
2020
Q4 		$1.72M Buy
51,838
+2,526
+5% +$77.3K 0.52% 42
2020
Q3 		$1.37M Sell
49,312
-6,177
-11% -$163K 0.48% 43
2020
Q2 		$1.33M Buy
55,489
+342
+0.6% +$7.33K 0.5% 42
2020
Q1 		$941K Buy
55,147
+1,056
+2% +$21.8K 0.45% 50
2019
Q4 		$1.2M Buy
54,091
+981
+2% +$20.7K 0.4% 47
2019
Q3 		$1.05M Buy
53,110
+2,537
+5% +$49.6K 0.38% 52
2019
Q2 		$1.07M Buy
50,573
+4,627
+10% +$94.6K 0.4% 50
2019
Q1 		$940K Buy
45,946
+3,449
+8% +$65.2K 0.38% 60
2018
Q4 		$700K Buy
+42,497
New +$825K 0.32% 72

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

Ellis Investment Partners's BOTZ Position: Q2 2026 in Review

Ellis Investment Partners reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.4% in Q2 2026, selling an estimated $8.52K and leaving 15,930 shares worth $604K. The position accounts for 0.09% of the portfolio, ranked #156.

Ellis Investment Partners first reported a position in BOTZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $3M in Q4 2021. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Ellis Investment Partners held 15,930 shares of Global X Robotics & Artificial Intelligence ETF worth $604K as of Q2 2026.
  • Ellis Investment Partners sold 224 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $8.52K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.09% of Ellis Investment Partners's portfolio in Q2 2026, its #156 holding.
  • Ellis Investment Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and has held it in 31 quarters since.
  • Ellis Investment Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $3M in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.