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

Financial Perspectives’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 		$264K Buy
6,963
+280
+4% +$10.7K 0.06% 148
2026
Q1 		$222K Buy
6,683
+7
+0.1% +$259 0.06% 149
2025
Q4 		$242K Hold
6,676
– – 0.07% 147
2025
Q3 		$237K Buy
6,676
+160
+2% +$5.4K 0.07% 143
2025
Q2 		$213K Buy
6,516
+575
+10% +$17K 0.06% 143
2025
Q1 		$169K Hold
5,941
– – 0.06% 155
2024
Q4 		$190K Buy
5,941
+406
+7% +$13.2K 0.06% 146
2024
Q3 		$178K Buy
5,535
+485
+10% +$14.9K 0.06% 147
2024
Q2 		$156K Buy
5,050
+983
+24% +$30.3K 0.06% 158
2024
Q1 		$129K Buy
4,067
+78
+2% +$2.35K 0.05% 175
2023
Q4 		$114K Buy
3,989
+457
+13% +$11.7K 0.05% 186
2023
Q3 		$87.3K Buy
3,532
+579
+20% +$15.6K 0.04% 199
2023
Q2 		$84.9K Hold
2,953
– – 0.04% 208
2023
Q1 		$75.3K Hold
2,953
– – 0.04% 219
2022
Q4 		$60.7K Hold
2,953
– – 0.03% 230
2022
Q3 		$53.4K Buy
2,953
+2
+0.1% +$42 0.03% 229
2022
Q2 		$60K Hold
2,951
– – 0.03% 222
2022
Q1 		$85.6K Buy
2,951
+52
+2% +$1.55K 0.04% 204
2021
Q4 		$104K Buy
2,899
+73
+3% +$2.69K 0.05% 172
2021
Q3 		$103K Buy
2,826
+1
+0% +$36 0.05% 171
2021
Q2 		$98.7K Buy
2,825
+17
+0.6% +$583 0.05% 187
2021
Q1 		$93.1K Buy
2,808
+152
+6% +$5.2K 0.05% 182
2020
Q4 		$88K Buy
2,656
+51
+2% +$1.56K 0.05% 176
2020
Q3 		$72.6K Buy
2,605
+4
+0.2% +$105 0.05% 169
2020
Q2 		$62.1K Buy
2,601
+51
+2% +$1.09K 0.04% 172
2020
Q1 		$46.3K Buy
2,550
+633
+33% +$13K 0.04% 173
2019
Q4 		$41.9K Buy
+1,917
New +$40.5K 0.03% 187

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

Financial Perspectives's BOTZ Position: Q2 2026 in Review

Financial Perspectives increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.2% in Q2 2026, buying an estimated $10.7K and bringing the position to 6,963 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #148.

Financial Perspectives first reported a position in BOTZ in Q4 2019 and has held it in 27 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Financial Perspectives held 6,963 shares of Global X Robotics & Artificial Intelligence ETF worth $264K as of Q2 2026.
  • Financial Perspectives bought 280 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $10.7K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.06% of Financial Perspectives's portfolio in Q2 2026, its #148 holding.
  • Financial Perspectives first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and has held it in 27 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.