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Equitable Trust’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Equitable Trust’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 		$662K Hold
17,439
– – 0.03% 288
2026
Q1 		$579K Hold
17,439
– – 0.03% 296
2025
Q4 		$632K Hold
17,439
– – 0.03% 291
2025
Q3 		$618K Hold
17,439
– – 0.03% 292
2025
Q2 		$569K Hold
17,439
– – 0.03% 297
2025
Q1 		$496K Hold
17,439
– – 0.03% 309
2024
Q4 		$557K Hold
17,439
– – 0.03% 298
2024
Q3 		$561K Buy
17,439
+4,698
+37% +$144K 0.04% 291
2024
Q2 		$393K Hold
12,741
– – 0.03% 339
2024
Q1 		$405K Hold
12,741
– – 0.03% 333
2023
Q4 		$363K Sell
12,741
-80
-0.6% -$2.04K 0.03% 326
2023
Q3 		$317K Hold
12,821
– – 0.03% 334
2023
Q2 		$368K Hold
12,821
– – 0.03% 309
2023
Q1 		$327K Buy
12,821
+647
+5% +$15.2K 0.03% 320
2022
Q4 		$250K Sell
12,174
-1,912
-14% -$38.5K 0.02% 357
2022
Q3 		$255K Hold
14,086
– – 0.02% 337
2022
Q2 		$286K Buy
14,086
+871
+7% +$20.6K 0.02% 328
2022
Q1 		$383K Sell
13,215
-1,877
-12% -$55.9K 0.02% 290
2021
Q4 		$542K Buy
15,092
+4,088
+37% +$151K 0.03% 241
2021
Q3 		$402K Hold
11,004
– – 0.03% 255
2021
Q2 		$385K Hold
11,004
– – 0.02% 278
2021
Q1 		$365K Hold
11,004
– – 0.03% 279
2020
Q4 		$365K Buy
11,004
+343
+3% +$10.5K 0.03% 273
2020
Q3 		$297K Hold
10,661
– – 0.03% 275
2020
Q2 		$254K Hold
10,661
– – 0.02% 281
2020
Q1 		$193K Hold
10,661
– – 0.02% 295
2019
Q4 		$233K Hold
10,661
– – 0.02% 266
2019
Q3 		$213K Hold
10,661
– – 0.02% 270
2019
Q2 		$221K Hold
10,661
– – 0.02% 264
2019
Q1 		$214K Buy
+10,661
New +$202K 0.02% 263

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

Equitable Trust's BOTZ Position: Q2 2026 in Review

Equitable Trust held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 17,439 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #288.

Equitable Trust first reported a position in BOTZ in Q1 2019 and has held it in 30 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Equitable Trust held 17,439 shares of Global X Robotics & Artificial Intelligence ETF worth $662K as of Q2 2026.
  • Equitable Trust left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #288 holding.
  • Equitable Trust first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and has held it in 30 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.