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

HighMark 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	$19.9K	Hold	525	–	–	0.01%	250
2026 Q1	$17.4K	Hold	525	–	–	0.01%	240
2025 Q4	$19K	Hold	525	–	–	0.01%	247
2025 Q3	$18.6K	Hold	525	–	–	0.01%	240
2025 Q2	$17.1K	Hold	525	–	–	0.01%	248
2025 Q1	$14.9K	Hold	525	–	–	0.01%	230
2024 Q4	$16.8K	Hold	525	–	–	0.01%	221
2024 Q3	$16.9K	Hold	525	–	–	0.01%	220
2024 Q2	$16.2K	Hold	525	–	–	0.01%	220
2024 Q1	$16.7K	Hold	525	–	–	0.01%	212
2023 Q4	$15K	Hold	525	–	–	0.01%	221
2023 Q3	$13K	Hold	525	–	–	0.01%	231
2023 Q2	$15.1K	Hold	525	–	–	0.01%	209
2023 Q1	$13.4K	Hold	525	–	–	0.01%	253
2022 Q4	$10.8K	Hold	525	–	–	0.01%	241
2022 Q3	$9K	Hold	525	–	–	0.01%	258
2022 Q2	$11K	Buy	525 +125	+31%	+$2.95K	0.01%	229
2022 Q1	$12K	Hold	400	–	–	0.01%	237
2021 Q4	$14K	Hold	400	–	–	0.01%	214
2021 Q3	$15K	Hold	400	–	–	0.01%	206
2021 Q2	$14K	Buy	+400	New	+$13.7K	0.01%	217

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighMark Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 525 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #250.

HighMark Wealth Management first reported a position in BOTZ in Q2 2021 and has held it in 21 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

HighMark Wealth Management held 525 shares of Global X Robotics & Artificial Intelligence ETF worth $19.9K as of Q2 2026.
HighMark Wealth Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #250 holding.
HighMark Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and has held it in 21 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.