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Granite Bay Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Granite Bay 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 		$530K Buy
13,970
+886
+7% +$33.7K 0.05% 112
2026
Q1 		$435K Sell
13,084
-511
-4% -$18.9K 0.09% 59
2025
Q4 		$493K Sell
13,595
-2,056
-13% -$74.5K 0.12% 52
2025
Q3 		$555K Sell
15,651
-90,362
-85% -$3.05M 0.14% 48
2025
Q2 		$3.46M Sell
106,013
-15,925
-13% -$472K 1.11% 24
2025
Q1 		$3.47M Sell
121,938
-340,971
-74% -$11M 1.21% 25
2024
Q4 		$14.8M Buy
462,909
+4,841
+1% +$158K 5.48% 4
2024
Q3 		$14.7M Buy
458,068
+62,596
+16% +$1.92M 8.26% 3
2024
Q2 		$12.2M Buy
395,472
+136,993
+53% +$4.22M 6.53% 3
2024
Q1 		$8.22M Buy
+258,479
New +$7.78M 4.68% 4
2023
Q2 		$3.37M Buy
+117,226
New +$3.11M 3.14% 8

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

Granite Bay Wealth Management's BOTZ Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 6.8% in Q2 2026, buying an estimated $33.7K and bringing the position to 13,970 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #112.

Granite Bay Wealth Management first reported a position in BOTZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q4 2024. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Granite Bay Wealth Management held 13,970 shares of Global X Robotics & Artificial Intelligence ETF worth $530K as of Q2 2026.
  • Granite Bay Wealth Management bought 886 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $33.7K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.05% of Granite Bay Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Granite Bay Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 11 quarters since.
  • Granite Bay Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $14.8M in Q4 2024.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.