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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighMark Wealth Management's BOTZ Position: Q1 2026 in Review

HighMark Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2026 at 525 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #240.

HighMark Wealth Management first reported a position in BOTZ in Q2 2021 and has held it in 20 quarters since. The position peaked at $19K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • HighMark Wealth Management held 525 shares of Global X Robotics & Artificial Intelligence ETF worth $17.4K as of Q1 2026.
  • HighMark Wealth 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 HighMark Wealth Management's portfolio in Q1 2026, its #240 holding.
  • HighMark Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and has held it in 20 quarters since.
  • HighMark Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $19K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.