Harvest Fund Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Harvest Fund 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	$3K	Hold	98	–	–	﹤0.01%	481
2025 Q4	$4K	Hold	98	–	–	﹤0.01%	538
2025 Q3	$3K	Hold	98	–	–	﹤0.01%	583
2025 Q2	$3K	Hold	98	–	–	﹤0.01%	572
2025 Q1	$3K	Hold	98	–	–	﹤0.01%	630
2024 Q4	$3K	Hold	98	–	–	﹤0.01%	702
2024 Q3	$3K	Sell	98 -5,312	-98%	-$163K	﹤0.01%	558
2024 Q2	$167K	Hold	5,410	–	–	0.01%	361
2024 Q1	$172K	Hold	5,410	–	–	0.02%	352
2023 Q4	$140K	Hold	5,410	–	–	0.02%	276
2023 Q3	$134K	Hold	5,410	–	–	0.02%	283
2023 Q2	$155K	Buy	+5,410	New	+$144K	0.03%	253
2019 Q4	–	Sell	-20,000	Closed	-$400K	–	414
2019 Q3	$400K	Hold	20,000	–	–	0.05%	65
2019 Q2	$415K	Hold	20,000	–	–	0.05%	67
2019 Q1	$402K	Sell	20,000 -35,000	-64%	-$662K	0.07%	65
2018 Q4	$921K	Hold	55,000	–	–	0.19%	31
2018 Q3	$1.26M	Sell	55,000 -8,265	-13%	-$185K	0.22%	31
2018 Q2	$1.39M	Buy	63,265 +55,000	+665%	+$1.28M	0.22%	24
2018 Q1	$199K	Buy	8,265 +1,709	+26%	+$43K	0.03%	74
2017 Q4	$155K	Sell	6,556 -1,311	-17%	-$30.8K	0.02%	81
2017 Q3	$171K	Hold	7,867	–	–	0.02%	67
2017 Q2	$147K	Buy	+7,867	New	+$143K	0.02%	82

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

Harvest Fund Management's BOTZ Position: Q1 2026 in Review

Harvest Fund Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2026 at 98 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Harvest Fund Management first reported a position in BOTZ in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.39M in Q2 2018. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Harvest Fund Management held 98 shares of Global X Robotics & Artificial Intelligence ETF worth $3K as of Q1 2026.
Harvest Fund Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q1 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #481 holding.
Harvest Fund Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2017 and has held it in 22 quarters since.
Harvest Fund Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.39M in Q2 2018.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.