HBW
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Hazlett, Burt & Watson’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Hazlett, Burt & Watson’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 		$130K Sell
3,357
-160
-5% -$6.09K 0.03% 326
2026
Q1 		$118K Sell
3,517
-22
-0.6% -$813 0.04% 319
2025
Q4 		$127K Buy
3,539
+375
+12% +$13.6K 0.04% 311
2025
Q3 		$112K Buy
3,164
+45
+1% +$1.52K 0.04% 297
2025
Q2 		$103K Sell
3,119
-250
-7% -$7.41K 0.04% 281
2025
Q1 		$96K Sell
3,369
-1,240
-27% -$40K 0.04% 279
2024
Q4 		$147K Hold
4,609
– – 0.07% 235
2024
Q3 		$148K Buy
4,609
+3
+0.1% +$92 0.07% 236
2024
Q2 		$141K Buy
4,606
+750
+19% +$23.1K 0.07% 223
2024
Q1 		$123K Hold
3,856
– – 0.07% 222
2023
Q4 		$109K Hold
3,856
– – 0.07% 213
2023
Q3 		$96K Buy
3,856
+1,917
+99% +$51.7K 0.07% 216
2023
Q2 		$55K Hold
1,939
– – 0.04% 284
2023
Q1 		$50K Sell
1,939
-210
-10% -$4.94K 0.04% 277
2022
Q4 		$44K Sell
2,149
-1,876
-47% -$37.8K 0.04% 288
2022
Q3 		$73K Sell
4,025
-471
-10% -$9.93K 0.07% 223
2022
Q2 		$92K Sell
4,496
-200
-4% -$4.73K 0.08% 204
2022
Q1 		$137K Buy
+4,696
New +$140K 0.11% 178

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

Hazlett, Burt & Watson's BOTZ Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.5% in Q2 2026, selling an estimated $6.09K and leaving 3,357 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #326.

Hazlett, Burt & Watson first reported a position in BOTZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $148K in Q3 2024. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Hazlett, Burt & Watson held 3,357 shares of Global X Robotics & Artificial Intelligence ETF worth $130K as of Q2 2026.
  • Hazlett, Burt & Watson sold 160 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $6.09K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #326 holding.
  • Hazlett, Burt & Watson first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Global X Robotics & Artificial Intelligence ETF position peaked at $148K in Q3 2024.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.