Holderness Investments Company’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Holderness Investments Company’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	$293K	Sell	8,825 -986	-10%	-$36.4K	0.06%	211
2025 Q4	$355K	Hold	9,811	–	–	0.07%	188
2025 Q3	$348K	Hold	9,811	–	–	0.07%	195
2025 Q2	$320K	Sell	9,811 -350	-3%	-$10.4K	0.07%	198
2025 Q1	$289K	Hold	10,161	–	–	0.07%	208
2024 Q4	$325K	Sell	10,161 -2,390	-19%	-$77.9K	0.07%	199
2024 Q3	$404K	Sell	12,551 -1,334	-10%	-$40.9K	0.09%	181
2024 Q2	$428K	Sell	13,885 -1,300	-9%	-$40.1K	0.1%	161
2024 Q1	$483K	Sell	15,185 -435	-3%	-$13.1K	0.12%	155
2023 Q4	$445K	Buy	+15,620	New	+$399K	0.12%	149

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 $79.5B AUM 27.1% 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

Holderness Investments Company's BOTZ Position: Q1 2026 in Review

Holderness Investments Company reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 10% in Q1 2026, selling an estimated $36.4K and leaving 8,825 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #211.

Holderness Investments Company first reported a position in BOTZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $483K in Q1 2024. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Holderness Investments Company held 8,825 shares of Global X Robotics & Artificial Intelligence ETF worth $293K as of Q1 2026.
Holderness Investments Company sold 986 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $36.4K.
Global X Robotics & Artificial Intelligence ETF made up 0.06% of Holderness Investments Company's portfolio in Q1 2026, its #211 holding.
Holderness Investments Company first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 10 quarters since.
Holderness Investments Company's Global X Robotics & Artificial Intelligence ETF position peaked at $483K in Q1 2024.
442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.