FRG Family Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

FRG Family Wealth Advisors’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	–	Sell	-7,410	Closed	-$268K	–	159
2025 Q4	$268K	Hold	7,410	–	–	0.04%	144
2025 Q3	$263K	Hold	7,410	–	–	0.04%	142
2025 Q2	$242K	Hold	7,410	–	–	0.04%	143
2025 Q1	$211K	Hold	7,410	–	–	0.04%	142
2024 Q4	$237K	Hold	7,410	–	–	0.04%	140
2024 Q3	$238K	Hold	7,410	–	–	0.04%	140
2024 Q2	$209K	Hold	7,410	–	–	0.04%	135
2024 Q1	$221K	Hold	7,410	–	–	0.04%	134
2023 Q4	$211K	Buy	+7,410	New	+$189K	0.04%	141
2023 Q3	–	Sell	-7,355	Closed	-$211K	–	139
2023 Q2	$211K	Buy	+7,355	New	+$195K	0.05%	133
2022 Q2	–	Sell	-7,995	Closed	-$232K	–	140
2022 Q1	$232K	Hold	7,995	–	–	0.05%	138
2021 Q4	$287K	Buy	7,995 +170	+2%	+$6.26K	0.05%	128
2021 Q3	$286K	Hold	7,825	–	–	0.06%	120
2021 Q2	$273K	Hold	7,825	–	–	0.05%	125
2021 Q1	$259K	Hold	7,825	–	–	0.05%	120
2020 Q4	$259K	Hold	7,825	–	–	0.06%	118
2020 Q3	$218K	Buy	+7,825	New	+$206K	0.05%	119
2019 Q4	–	Sell	-27,050	Closed	-$542K	–	123
2019 Q3	$542K	Sell	27,050 -24,660	-48%	-$482K	0.14%	87
2019 Q2	$1.07M	Sell	51,710 -14,555	-22%	-$298K	0.28%	74
2019 Q1	$1.33M	Sell	66,265 -2,183	-3%	-$41.3K	0.38%	66
2018 Q4	$1.15M	Sell	68,448 -6,780	-9%	-$132K	0.37%	70
2018 Q3	$1.72M	Buy	75,228 +15,635	+26%	+$349K	0.47%	59
2018 Q2	$1.31M	Buy	59,593 +35,980	+152%	+$841K	0.39%	69
2018 Q1	$571K	Buy	+23,613	New	+$594K	0.19%	100

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FRG Family Wealth Advisors's BOTZ Position: Q1 2026 in Review

FRG Family Wealth Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 7,410 shares — an estimated $268K sold.

FRG Family Wealth Advisors first reported a position in BOTZ in Q1 2018 and held it in 24 quarters. The position peaked at $1.72M in Q3 2018. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

FRG Family Wealth Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
FRG Family Wealth Advisors sold 7,410 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $268K.
FRG Family Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 24 quarters.
FRG Family Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.72M in Q3 2018.
442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.