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 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 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

Hazlett, Burt & Watson's BOTZ Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.62% in Q1 2026, selling an estimated $813 and leaving 3,517 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #319.

Hazlett, Burt & Watson first reported a position in BOTZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $148K in Q3 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Hazlett, Burt & Watson held 3,517 shares of Global X Robotics & Artificial Intelligence ETF worth $118K as of Q1 2026.
Hazlett, Burt & Watson sold 22 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $813.
Global X Robotics & Artificial Intelligence ETF made up 0.04% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #319 holding.
Hazlett, Burt & Watson first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Global X Robotics & Artificial Intelligence ETF position peaked at $148K in Q3 2024.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.