Essex Financial Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Essex Financial Services’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	$473K	Buy	12,472 +63	+0.5%	+$2.4K	0.02%	492
2026 Q1	$412K	Buy	12,409 +4	+0%	+$148	0.02%	509
2025 Q4	$449K	Buy	12,405 +16	+0.1%	+$580	0.03%	470
2025 Q3	$439K	Buy	12,389 +232	+2%	+$7.82K	0.03%	461
2025 Q2	$397K	Buy	12,157 +2,046	+20%	+$60.6K	0.03%	460
2025 Q1	$288K	Hold	10,111	–	–	0.02%	506
2024 Q4	$323K	Hold	10,111	–	–	0.02%	472
2024 Q3	$320K	Buy	10,111 +21	+0.2%	+$643	0.02%	473
2024 Q2	$293K	Buy	+10,090	New	+$311K	0.02%	485
2022 Q1	–	Sell	-5,748	Closed	-$207K	–	508
2021 Q4	$207K	Buy	5,748 +100	+2%	+$3.68K	0.02%	471
2021 Q3	$207K	Buy	+5,648	New	+$203K	0.02%	434

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

Essex Financial Services's BOTZ Position: Q2 2026 in Review

Essex Financial Services increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.51% in Q2 2026, buying an estimated $2.4K and bringing the position to 12,472 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #492.

Essex Financial Services first reported a position in BOTZ in Q3 2021 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Essex Financial Services held 12,472 shares of Global X Robotics & Artificial Intelligence ETF worth $473K as of Q2 2026.
Essex Financial Services bought 63 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $2.4K.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #492 holding.
Essex Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and has held it in 11 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.