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Game Plan Financial Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Game Plan Financial 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 		$143K Buy
4,295
+320
+8% +$11.8K 0.06% 89
2025
Q4 		$144K Buy
3,975
+3,915
+6,525% +$142K 0.06% 92
2025
Q3 		$2.13K Hold
60
– – ﹤0.01% 274
2025
Q2 		$1.96K Hold
60
– – ﹤0.01% 275
2025
Q1 		$1.71K Hold
60
– – ﹤0.01% 286
2024
Q4 		$1.92K Sell
60
-439
-88% -$14.3K ﹤0.01% 296
2024
Q3 		$16K Buy
499
+58
+13% +$1.78K 0.01% 202
2024
Q2 		$13.6K Buy
441
+142
+47% +$4.38K 0.01% 225
2024
Q1 		$9.51K Buy
299
+50
+20% +$1.5K ﹤0.01% 270
2023
Q4 		$7.1K Buy
+249
New +$6.36K ﹤0.01% 273
2022
Q1 		– Sell
-66,285
Closed -$2.38M – 108
2021
Q4 		$2.38M Buy
66,285
+3,791
+6% +$140K 1.27% 31
2021
Q3 		$2.29M Buy
62,494
+5,650
+10% +$203K 1.36% 27
2021
Q2 		$1.99M Sell
56,844
-7,390
-12% -$253K 1.18% 34
2021
Q1 		$2.13M Sell
64,234
-561
-0.9% -$19.2K 1.38% 28
2020
Q4 		$2.15M Buy
64,795
+2,090
+3% +$63.9K 1.53% 23
2020
Q3 		$1.75M Buy
+62,705
New +$1.65M 1.75% 23
2020
Q2 		– Sell
-25,995
Closed -$471K – 64
2020
Q1 		$471K Buy
+25,995
New +$536K 0.55% 45

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Game Plan Financial Advisors's BOTZ Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 8.1% in Q1 2026, buying an estimated $11.8K and bringing the position to 4,295 shares worth $143K. The position accounts for 0.06% of the portfolio, ranked #89.

Game Plan Financial Advisors first reported a position in BOTZ in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.38M in Q4 2021. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Game Plan Financial Advisors held 4,295 shares of Global X Robotics & Artificial Intelligence ETF worth $143K as of Q1 2026.
  • Game Plan Financial Advisors bought 320 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $11.8K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.06% of Game Plan Financial Advisors's portfolio in Q1 2026, its #89 holding.
  • Game Plan Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2020 and has held it in 17 quarters since.
  • Game Plan Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $2.38M in Q4 2021.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.