Financial Life Planners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Financial Life Planners’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	$1.86K	Hold	49	–	–	﹤0.01%	288
2026 Q1	$1.63K	Buy	+49	New	+$1.81K	﹤0.01%	307
2025 Q4	–	Sell	-49	Closed	-$1.74K	–	98
2025 Q3	$1.74K	Buy	+49	New	+$1.65K	﹤0.01%	303
2025 Q1	–	Sell	-1,933	Closed	-$61.8K	–	127
2024 Q4	$61.8K	Buy	+1,933	New	+$63K	0.05%	100

Other funds holding BOTZ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Financial Life Planners's BOTZ Position: Q2 2026 in Review

Financial Life Planners held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 49 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Financial Life Planners first reported a position in BOTZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $61.8K in Q4 2024. 185 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Financial Life Planners held 49 shares of Global X Robotics & Artificial Intelligence ETF worth $1.86K as of Q2 2026.
Financial Life Planners left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #288 holding.
Financial Life Planners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Global X Robotics & Artificial Intelligence ETF position peaked at $61.8K in Q4 2024.
185 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.