Golden State Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Golden State Wealth 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	$121K	Buy	3,200 +385	+14%	+$14.6K	0.01%	521
2026 Q1	$93.5K	Sell	2,815 -280	-9%	-$10.3K	0.01%	535
2025 Q4	$112K	Hold	3,095	–	–	0.01%	498
2025 Q3	$110K	Buy	3,095 +267	+9%	+$9.01K	0.01%	483
2025 Q2	$92.3K	Sell	2,828 -146	-5%	-$4.33K	0.01%	499
2025 Q1	$84.6K	Buy	2,974 +350	+13%	+$11.3K	0.01%	489
2024 Q4	$83.8K	Buy	+2,624	New	+$85.5K	0.01%	465
2020 Q4	–	Sell	-3,000	Closed	-$84K	–	250
2020 Q3	$84K	Sell	3,000 -58,220	-95%	-$1.53M	0.03%	281
2020 Q2	$1.51M	Buy	61,220 +60,220	+6,022%	+$1.29M	0.39%	49
2020 Q1	$18K	Buy	+1,000	New	+$20.6K	0.01%	516
2019 Q4	–	Sell	-2,500	Closed	-$50K	–	160
2019 Q3	$50K	Hold	2,500	–	–	0.02%	426
2019 Q2	$51K	Hold	2,500	–	–	0.02%	449
2019 Q1	$50K	Buy	+2,500	New	+$47.3K	0.02%	443

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

Golden State Wealth Management's BOTZ Position: Q2 2026 in Review

Golden State Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 14% in Q2 2026, buying an estimated $14.6K and bringing the position to 3,200 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #521.

Golden State Wealth Management first reported a position in BOTZ in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.51M in Q2 2020. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Golden State Wealth Management held 3,200 shares of Global X Robotics & Artificial Intelligence ETF worth $121K as of Q2 2026.
Golden State Wealth Management bought 385 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $14.6K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #521 holding.
Golden State Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.51M in Q2 2020.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.