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Integrated Wealth Concepts’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Integrated Wealth Concepts’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 		$322K Buy
9,681
+564
+6% +$20.8K ﹤0.01% 1810
2025
Q4 		$330K Sell
9,117
-1,456
-14% -$52.8K ﹤0.01% 1281
2025
Q3 		$375K Sell
10,573
-1,627
-13% -$54.9K ﹤0.01% 1504
2025
Q2 		$398K Buy
12,200
+46
+0.4% +$1.36K ﹤0.01% 1401
2025
Q1 		$346K Buy
12,154
+4,435
+57% +$143K ﹤0.01% 1323
2024
Q4 		$247K Sell
7,719
-2,764
-26% -$90.1K ﹤0.01% 1490
2024
Q3 		$337K Sell
10,483
-174
-2% -$5.33K ﹤0.01% 1265
2024
Q2 		$329K Buy
10,657
+814
+8% +$25.1K ﹤0.01% 1267
2024
Q1 		$313K Sell
9,843
-10,595
-52% -$319K ﹤0.01% 1301
2023
Q4 		$582K Sell
20,438
-251
-1% -$6.41K 0.01% 936
2023
Q3 		$511K Buy
20,689
+1,297
+7% +$35K 0.01% 978
2023
Q2 		$557K Buy
19,392
+10,888
+128% +$289K 0.01% 938
2023
Q1 		$217K Buy
+8,504
New +$200K ﹤0.01% 1191
2021
Q4 		– Sell
-5,960
Closed -$218K – 986
2021
Q3 		$218K Sell
5,960
-79
-1% -$2.83K 0.01% 859
2021
Q2 		$211K Buy
+6,039
New +$207K 0.01% 761

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

Integrated Wealth Concepts's BOTZ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 6.2% in Q1 2026, buying an estimated $20.8K and bringing the position to 9,681 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Integrated Wealth Concepts first reported a position in BOTZ in Q2 2021 and has held it in 15 quarters since. The position peaked at $582K in Q4 2023. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Integrated Wealth Concepts held 9,681 shares of Global X Robotics & Artificial Intelligence ETF worth $322K as of Q1 2026.
  • Integrated Wealth Concepts bought 564 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $20.8K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1810 holding.
  • Integrated Wealth Concepts first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Global X Robotics & Artificial Intelligence ETF position peaked at $582K in Q4 2023.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

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