Intrepid Financial Planning Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Intrepid Financial Planning Group’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	$1.37M	Sell	41,350 -730	-2%	-$27K	0.55%	44
2025 Q4	$1.52M	Sell	42,080 -3,012	-7%	-$109K	0.58%	43
2025 Q3	$1.6M	Sell	45,092 -95	-0.2%	-$3.2K	0.61%	41
2025 Q2	$1.48M	Sell	45,187 -1,079	-2%	-$32K	0.62%	43
2025 Q1	$1.32M	Sell	46,266 -845	-2%	-$27.3K	0.61%	40
2024 Q4	$1.51M	Sell	47,111 -123	-0.3%	-$4.01K	0.64%	38
2024 Q3	$1.52M	Sell	47,234 -890	-2%	-$27.3K	0.65%	38
2024 Q2	$1.48M	Buy	48,124 +3,595	+8%	+$111K	0.64%	39
2024 Q1	$1.42M	Buy	+44,529	New	+$1.34M	0.61%	41

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

Intrepid Financial Planning Group's BOTZ Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.7% in Q1 2026, selling an estimated $27K and leaving 41,350 shares worth $1.37M. The position accounts for 0.55% of the portfolio, ranked #44.

Intrepid Financial Planning Group first reported a position in BOTZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q3 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Intrepid Financial Planning Group held 41,350 shares of Global X Robotics & Artificial Intelligence ETF worth $1.37M as of Q1 2026.
Intrepid Financial Planning Group sold 730 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $27K.
Global X Robotics & Artificial Intelligence ETF made up 0.55% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #44 holding.
Intrepid Financial Planning Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and has held it in 9 quarters since.
Intrepid Financial Planning Group's Global X Robotics & Artificial Intelligence ETF position peaked at $1.6M in Q3 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.