Glassman Wealth Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Glassman Wealth Services’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	$105K	Hold	2,774	–	–	0.01%	107
2026 Q1	$92.2K	Hold	2,774	–	–	0.01%	99
2025 Q4	$101K	Hold	2,774	–	–	0.01%	99
2025 Q3	$98.3K	Hold	2,774	–	–	0.01%	94
2025 Q2	$90.6K	Hold	2,774	–	–	0.01%	96
2025 Q1	$78.9K	Hold	2,774	–	–	0.01%	94
2024 Q4	$88.6K	Sell	2,774 -1,333	-32%	-$43.4K	0.01%	89
2024 Q3	$132K	Hold	4,107	–	–	0.02%	78
2024 Q2	$127K	Hold	4,107	–	–	0.02%	82
2024 Q1	$131K	Buy	4,107 +2,719	+196%	+$81.8K	0.03%	78
2023 Q4	$39.6K	Sell	1,388 -301	-18%	-$7.68K	0.01%	503
2023 Q3	$41.7K	Buy	1,689 +301	+22%	+$8.12K	0.01%	466
2023 Q2	$39.9K	Hold	1,388	–	–	0.01%	454
2023 Q1	$35.4K	Hold	1,388	–	–	0.01%	491
2022 Q4	$28.5K	Sell	1,388 -106	-7%	-$2.13K	0.01%	569
2022 Q3	$27K	Buy	1,494 +106	+8%	+$2.23K	0.01%	533
2022 Q2	$28K	Hold	1,388	–	–	0.01%	529
2022 Q1	$40K	Hold	1,388	–	–	0.01%	453
2021 Q4	$50K	Sell	1,388 -1,333	-49%	-$49.1K	0.01%	371
2021 Q3	$100K	Hold	2,721	–	–	0.02%	239
2021 Q2	$95K	Hold	2,721	–	–	0.02%	244
2021 Q1	$90K	Hold	2,721	–	–	0.02%	235
2020 Q4	$90K	Hold	2,721	–	–	0.02%	245
2020 Q3	$76K	Hold	2,721	–	–	0.02%	235
2020 Q2	$65K	Hold	2,721	–	–	0.02%	212
2020 Q1	$49K	Hold	2,721	–	–	0.02%	233
2019 Q4	$60K	Hold	2,721	–	–	0.02%	227
2019 Q3	$54K	Sell	2,721 -2,675	-50%	-$52.3K	0.02%	224
2019 Q2	$112K	Hold	5,396	–	–	0.05%	153
2019 Q1	$108K	Buy	5,396 +5,341	+9,711%	+$101K	0.05%	157
2018 Q4	$1K	Hold	55	–	–	﹤0.01%	605
2018 Q3	$1K	Hold	55	–	–	﹤0.01%	653
2018 Q2	$1K	Hold	55	–	–	﹤0.01%	628
2018 Q1	$1K	Hold	55	–	–	﹤0.01%	586
2017 Q4	$1K	Buy	+55	New	+$1.29K	﹤0.01%	548

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

Glassman Wealth Services's BOTZ Position: Q2 2026 in Review

Glassman Wealth Services held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 2,774 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #107.

Glassman Wealth Services first reported a position in BOTZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $132K in Q3 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Glassman Wealth Services held 2,774 shares of Global X Robotics & Artificial Intelligence ETF worth $105K as of Q2 2026.
Glassman Wealth Services left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #107 holding.
Glassman Wealth Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and has held it in 35 quarters since.
Glassman Wealth Services's Global X Robotics & Artificial Intelligence ETF position peaked at $132K in Q3 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.