Focus Partners Wealth’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Focus Partners Wealth’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	$3.95M	Sell	104,045 -3,923	-4%	-$149K	﹤0.01%	1060
2026 Q1	$3.59M	Sell	107,968 -2,048	-2%	-$75.7K	﹤0.01%	1064
2025 Q4	$3.99M	Buy	110,016 +1,993	+2%	+$72.3K	﹤0.01%	1029
2025 Q3	$3.83M	Sell	108,023 -1,002	-0.9%	-$33.8K	0.01%	826
2025 Q2	$3.56M	Buy	109,025 +7,729	+8%	+$229K	0.01%	768
2025 Q1	$2.88M	Buy	101,296 +90,660	+852%	+$2.93M	0.01%	762
2024 Q4	$340K	Buy	+10,636	New	+$347K	﹤0.01%	1494

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

Focus Partners Wealth's BOTZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.6% in Q2 2026, selling an estimated $149K and leaving 104,045 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Focus Partners Wealth first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.99M in Q4 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Focus Partners Wealth held 104,045 shares of Global X Robotics & Artificial Intelligence ETF worth $3.95M as of Q2 2026.
Focus Partners Wealth sold 3,923 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $149K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1060 holding.
Focus Partners Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $3.99M in Q4 2025.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.