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

IMG 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	$217K	Sell	6,543 -135	-2%	-$4.99K	0.14%	93
2025 Q4	$242K	Sell	6,678 -310	-4%	-$11.2K	0.15%	89
2025 Q3	$248K	Sell	6,988 -74	-1%	-$2.5K	0.17%	77
2025 Q2	$231K	Buy	7,062 +6	+0.1%	+$178	0.18%	73
2025 Q1	$201K	Buy	7,056 +48	+0.7%	+$1.55K	0.18%	70
2024 Q4	$224K	Buy	+7,008	New	+$228K	0.21%	64

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

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

IMG Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2% in Q1 2026, selling an estimated $4.99K and leaving 6,543 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #93.

IMG Wealth Management first reported a position in BOTZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $248K in Q3 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

IMG Wealth Management held 6,543 shares of Global X Robotics & Artificial Intelligence ETF worth $217K as of Q1 2026.
IMG Wealth Management sold 135 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $4.99K.
Global X Robotics & Artificial Intelligence ETF made up 0.14% of IMG Wealth Management's portfolio in Q1 2026, its #93 holding.
IMG Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $248K in Q3 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.