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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex Financial Services's BOTZ Position: Q1 2026 in Review

Essex Financial Services increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.03% in Q1 2026, buying an estimated $148 and bringing the position to 12,409 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #509.

Essex Financial Services first reported a position in BOTZ in Q3 2021 and has held it in 10 quarters since. The position peaked at $449K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Essex Financial Services held 12,409 shares of Global X Robotics & Artificial Intelligence ETF worth $412K as of Q1 2026.
Essex Financial Services bought 4 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $148.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #509 holding.
Essex Financial Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and has held it in 10 quarters since.
Essex Financial Services's Global X Robotics & Artificial Intelligence ETF position peaked at $449K in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.