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 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	Sell	258,479 -13,931,562	-98%	-$419M	4.68%	4
2023 Q4	$363M	Buy	14,190,041 +3,683,018	+35%	+$94M	3.25%	11
2023 Q3	$282M	Buy	10,507,023 +10,389,797	+8,863%	+$280M	2.77%	11
2023 Q2	$3.37M	Buy	+117,226	New	+$3.11M	3.14%	8

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Granite Bay Wealth Management's BOTZ Position: Q1 2026 in Review

Granite Bay Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.8% in Q1 2026, selling an estimated $18.9K and leaving 13,084 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #59.

Granite Bay Wealth Management first reported a position in BOTZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $363M in Q4 2023. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Granite Bay Wealth Management held 13,084 shares of Global X Robotics & Artificial Intelligence ETF worth $435K as of Q1 2026.
Granite Bay Wealth Management sold 511 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $18.9K.
Global X Robotics & Artificial Intelligence ETF made up 0.09% of Granite Bay Wealth Management's portfolio in Q1 2026, its #59 holding.
Granite Bay Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 12 quarters since.
Granite Bay Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $363M in Q4 2023.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.