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Financial Freedom LLC’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Financial Freedom LLC’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 		$37K Hold
1,115
– – 0.02% 187
2025
Q4 		$40.4K Hold
1,115
– – 0.02% 177
2025
Q3 		$39.5K Buy
1,115
+3
+0.3% +$101 0.02% 179
2025
Q2 		$36.3K Hold
1,112
– – 0.02% 183
2025
Q1 		$31.6K Sell
1,112
-990
-47% -$32K 0.02% 192
2024
Q4 		$67.2K Hold
2,102
– – 0.04% 154
2024
Q3 		$67.6K Buy
2,102
+3
+0.1% +$92 0.04% 154
2024
Q2 		$64.8K Hold
2,099
– – 0.04% 153
2024
Q1 		$66.8K Hold
2,099
– – 0.04% 146
2023
Q4 		$59.8K Buy
2,099
+356
+20% +$9.09K 0.04% 148
2023
Q3 		$43.1K Buy
1,743
+414
+31% +$11.2K 0.03% 160
2023
Q2 		$38.2K Buy
1,329
+314
+31% +$8.33K 0.03% 162
2023
Q1 		$25.9K Hold
1,015
– – 0.02% 186
2022
Q4 		$20.9K Buy
+1,015
New +$20.4K 0.01% 209

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Freedom LLC's BOTZ Position: Q1 2026 in Review

Financial Freedom LLC held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2026 at 1,115 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #187.

Financial Freedom LLC first reported a position in BOTZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $67.6K in Q3 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Financial Freedom LLC held 1,115 shares of Global X Robotics & Artificial Intelligence ETF worth $37K as of Q1 2026.
  • Financial Freedom LLC left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q1 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Financial Freedom LLC's portfolio in Q1 2026, its #187 holding.
  • Financial Freedom LLC first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's Global X Robotics & Artificial Intelligence ETF position peaked at $67.6K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.