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

HB 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 		$1.17M Buy
30,815
+974
+3% +$37.1K 0.01% 678
2026
Q1 		$991K Buy
29,841
+8,462
+40% +$313K 0.01% 663
2025
Q4 		$775K Sell
21,379
-4,403
-17% -$160K 0.01% 716
2025
Q3 		$913K Buy
25,782
+7,427
+40% +$250K 0.01% 638
2025
Q2 		$599K Sell
18,355
-2,434
-12% -$72.1K ﹤0.01% 680
2025
Q1 		$592K Sell
20,789
-5,395
-21% -$174K 0.01% 716
2024
Q4 		$837K Buy
26,184
+3,538
+16% +$115K 0.01% 457
2024
Q3 		$728K Buy
22,646
+1
+0% +$31 0.01% 470
2024
Q2 		$699K Buy
22,645
+2,001
+10% +$61.7K 0.01% 452
2024
Q1 		$657K Buy
20,644
+446
+2% +$13.4K 0.01% 427
2023
Q4 		$576K Buy
20,198
+885
+5% +$22.6K 0.01% 419
2023
Q3 		$477K Buy
19,313
+8,494
+79% +$229K 0.01% 442
2023
Q2 		$311K Buy
+10,819
New +$287K 0.01% 534

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

HB Wealth Management's BOTZ Position: Q2 2026 in Review

HB Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.3% in Q2 2026, buying an estimated $37.1K and bringing the position to 30,815 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #678.

HB Wealth Management first reported a position in BOTZ in Q2 2023 and has held it in 13 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • HB Wealth Management held 30,815 shares of Global X Robotics & Artificial Intelligence ETF worth $1.17M as of Q2 2026.
  • HB Wealth Management bought 974 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $37.1K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #678 holding.
  • HB Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 13 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.