James J. Burns & Company’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

James J. Burns & 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 Q2	$283K	Sell	7,451 -484	-6%	-$18.4K	0.03%	137
2026 Q1	$264K	Buy	7,935 +37	+0.5%	+$1.37K	0.04%	131
2025 Q4	$286K	Buy	7,898 +30	+0.4%	+$1.09K	0.04%	133
2025 Q3	$279K	Buy	7,868 +201	+3%	+$6.78K	0.04%	134
2025 Q2	$250K	Buy	+7,667	New	+$227K	0.04%	132

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

James J. Burns & Company's BOTZ Position: Q2 2026 in Review

James J. Burns & Company reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 6.1% in Q2 2026, selling an estimated $18.4K and leaving 7,451 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #137.

James J. Burns & Company first reported a position in BOTZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $286K in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

James J. Burns & Company held 7,451 shares of Global X Robotics & Artificial Intelligence ETF worth $283K as of Q2 2026.
James J. Burns & Company sold 484 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $18.4K.
Global X Robotics & Artificial Intelligence ETF made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #137 holding.
James J. Burns & Company first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 5 quarters since.
James J. Burns & Company's Global X Robotics & Artificial Intelligence ETF position peaked at $286K in Q4 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.