Fountainhead AM’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Fountainhead AM’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	$1.2M	Sell	31,525 -1,105	-3%	-$42K	0.89%	29
2026 Q1	$1.08M	Buy	32,630 +9,961	+44%	+$368K	0.97%	28
2025 Q4	$821K	Sell	22,669 -422,567	-95%	-$15.3M	1.22%	22
2025 Q3	$15.8M	Buy	445,236 +287,196	+182%	+$9.69M	2.07%	16
2025 Q2	$5.16M	Buy	+158,040	New	+$4.68M	0.75%	23
2024 Q4	–	Sell	-6,304	Closed	-$203K	–	172
2024 Q3	$203K	Buy	+6,304	New	+$193K	0.04%	140

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

Fountainhead AM's BOTZ Position: Q2 2026 in Review

Fountainhead AM reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.4% in Q2 2026, selling an estimated $42K and leaving 31,525 shares worth $1.2M. The position accounts for 0.89% of the portfolio, ranked #29.

Fountainhead AM first reported a position in BOTZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $15.8M in Q3 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Fountainhead AM held 31,525 shares of Global X Robotics & Artificial Intelligence ETF worth $1.2M as of Q2 2026.
Fountainhead AM sold 1,105 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $42K.
Global X Robotics & Artificial Intelligence ETF made up 0.89% of Fountainhead AM's portfolio in Q2 2026, its #29 holding.
Fountainhead AM first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 6 quarters since.
Fountainhead AM's Global X Robotics & Artificial Intelligence ETF position peaked at $15.8M in Q3 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.