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FWL Investment Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

FWL Investment Management’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 		$2.43M Buy
+63,928
New +$2.43M 0.45% 47
2024
Q3 		– Sell
-219
Closed -$6.76K – 301
2024
Q2 		$6.76K Hold
219
– – ﹤0.01% 200
2024
Q1 		$6.97K Hold
219
– – ﹤0.01% 177
2023
Q4 		$6.24K Hold
219
– – ﹤0.01% 183
2023
Q3 		$5.41K Buy
+219
New +$5.91K ﹤0.01% 160

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

FWL Investment Management's BOTZ Position: Q2 2026 in Review

FWL Investment Management opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026: 63,928 shares worth $2.43M. The stake represents 0.45% of the portfolio and ranks #47 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in BOTZ as recently as Q2 2024.

FWL Investment Management first reported a position in BOTZ in Q3 2023 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • FWL Investment Management held 63,928 shares of Global X Robotics & Artificial Intelligence ETF worth $2.43M as of Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF was a new FWL Investment Management position in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.45% of FWL Investment Management's portfolio in Q2 2026, its #47 holding.
  • FWL Investment Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and has held it in 5 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.