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

Jefferies 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	$421K	Buy	12,665 +3,534	+39%	+$131K	﹤0.01%	1282
2025 Q4	$331K	Sell	9,131 -1,304	-12%	-$47.3K	﹤0.01%	1460
2025 Q3	$370K	Buy	10,435 +1,384	+15%	+$46.7K	﹤0.01%	1161
2025 Q2	$296K	Buy	9,051 +1,535	+20%	+$45.5K	﹤0.01%	1033
2025 Q1	$214K	Buy	+7,516	New	+$243K	﹤0.01%	1357

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

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

Jefferies Financial Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 39% in Q1 2026, buying an estimated $131K and bringing the position to 12,665 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Jefferies Financial Group first reported a position in BOTZ in Q1 2025 and has held it in 5 quarters since. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Jefferies Financial Group held 12,665 shares of Global X Robotics & Artificial Intelligence ETF worth $421K as of Q1 2026.
Jefferies Financial Group bought 3,534 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $131K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1282 holding.
Jefferies Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2025 and has held it in 5 quarters since.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.