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

Frisch Financial Group’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 		$443K Sell
11,681
-3,654
-24% -$139K 0.08% 117
2026
Q1 		$509K Sell
15,335
-476
-3% -$17.6K 0.11% 102
2025
Q4 		$575K Hold
15,811
– – 0.13% 88
2025
Q3 		$560K Buy
15,811
+18
+0.1% +$607 0.13% 89
2025
Q2 		$517K Hold
15,793
– – 0.13% 87
2025
Q1 		$449K Buy
15,793
+275
+2% +$8.88K 0.13% 78
2024
Q4 		$496K Hold
15,518
– – 0.15% 72
2024
Q3 		$499K Sell
15,518
-852
-5% -$26.1K 0.15% 70
2024
Q2 		$505K Buy
16,370
+2,320
+17% +$71.5K 0.15% 65
2024
Q1 		$447K Sell
14,050
-274
-2% -$8.25K 0.15% 73
2023
Q4 		$408K Sell
14,324
-2
-0% -$51 0.15% 72
2023
Q3 		$354K Sell
14,326
-15,770
-52% -$426K 0.14% 82
2023
Q2 		$865K Sell
30,096
-1,229
-4% -$32.6K 0.41% 42
2023
Q1 		$799K Sell
31,325
-1,455
-4% -$34.2K 0.31% 50
2022
Q4 		$674K Sell
32,780
-2,056
-6% -$41.4K 0.25% 59
2022
Q3 		$630K Sell
34,836
-707
-2% -$14.9K 0.27% 54
2022
Q2 		$722K Buy
35,543
+3,025
+9% +$71.5K 0.28% 54
2022
Q1 		$943K Buy
32,518
+919
+3% +$27.4K 0.3% 49
2021
Q4 		$1.09M Sell
31,599
-350
-1% -$12.9K 0.34% 50
2021
Q3 		$1.17M Buy
31,949
+95
+0.3% +$3.41K 0.39% 45
2021
Q2 		$1.11M Buy
31,854
+3,054
+11% +$105K 0.35% 47
2021
Q1 		$954K Buy
28,800
+7,221
+33% +$247K 0.32% 47
2020
Q4 		$715K Buy
21,579
+6,591
+44% +$202K 0.26% 50
2020
Q3 		$418K Buy
14,988
+2,083
+16% +$54.9K 0.18% 60
2020
Q2 		$308K Hold
12,905
– – 0.15% 66
2020
Q1 		$234K Buy
12,905
+435
+3% +$8.96K 0.14% 87
2019
Q4 		$273K Buy
+12,470
New +$263K 0.13% 92

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

Frisch Financial Group's BOTZ Position: Q2 2026 in Review

Frisch Financial Group reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 24% in Q2 2026, selling an estimated $139K and leaving 11,681 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #117.

Frisch Financial Group first reported a position in BOTZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q3 2021. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Frisch Financial Group held 11,681 shares of Global X Robotics & Artificial Intelligence ETF worth $443K as of Q2 2026.
  • Frisch Financial Group sold 3,654 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $139K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.08% of Frisch Financial Group's portfolio in Q2 2026, its #117 holding.
  • Frisch Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and has held it in 27 quarters since.
  • Frisch Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $1.17M in Q3 2021.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.