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

JDM Financial 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	$6.88K	Buy	207 +1	+0.5%	+$37	﹤0.01%	215
2025 Q4	$7.47K	Hold	206	–	–	﹤0.01%	197
2025 Q3	$7.31K	Hold	206	–	–	﹤0.01%	208
2025 Q2	$6.72K	Hold	206	–	–	﹤0.01%	201
2025 Q1	$5.85K	Hold	206	–	–	﹤0.01%	208
2024 Q4	$6.57K	Hold	206	–	–	﹤0.01%	208
2024 Q3	$6.61K	Buy	206 +1	+0.5%	+$31	﹤0.01%	202
2024 Q2	$6.34K	Hold	205	–	–	﹤0.01%	176
2024 Q1	$6.53K	Hold	205	–	–	﹤0.01%	167
2023 Q4	$5.85K	Hold	205	–	–	﹤0.01%	169
2023 Q3	$5.08K	Hold	205	–	–	﹤0.01%	167
2023 Q2	$5.89K	Hold	205	–	–	0.01%	169
2023 Q1	$5.23K	Buy	+205	New	+$4.82K	﹤0.01%	177

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

JDM Financial Group's BOTZ Position: Q1 2026 in Review

JDM Financial Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.49% in Q1 2026, buying an estimated $37 and bringing the position to 207 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

JDM Financial Group first reported a position in BOTZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.47K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

JDM Financial Group held 207 shares of Global X Robotics & Artificial Intelligence ETF worth $6.88K as of Q1 2026.
JDM Financial Group bought 1 Global X Robotics & Artificial Intelligence ETF share in Q1 2026, an estimated $37.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #215 holding.
JDM Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and has held it in 13 quarters since.
JDM Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $7.47K in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.