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Keystone Financial Group (Kentucky)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Keystone Financial Group (Kentucky)’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 		$881K Buy
23,209
+1,145
+5% +$43.6K 0.05% 239
2026
Q1 		$733K Buy
22,064
+38
+0.2% +$1.4K 0.05% 239
2025
Q4 		$798K Sell
22,026
-587
-3% -$21.3K 0.06% 196
2025
Q3 		$801K Buy
22,613
+3,255
+17% +$110K 0.06% 183
2025
Q2 		$632K Buy
19,358
+3,988
+26% +$118K 0.06% 204
2025
Q1 		$437K Buy
15,370
+155
+1% +$5K 0.04% 231
2024
Q4 		$486K Buy
15,215
+1,220
+9% +$39.8K 0.05% 216
2024
Q3 		$450K Buy
+13,995
New +$429K 0.06% 210
2024
Q2 		– Sell
-13,991
Closed -$445K – 179
2024
Q1 		$445K Sell
13,991
-251
-2% -$7.55K 0.06% 199
2023
Q4 		$406K Buy
14,242
+220
+2% +$5.62K 0.07% 174
2023
Q3 		$347K Buy
14,022
+382
+3% +$10.3K 0.06% 202
2023
Q2 		$392K Buy
+13,640
New +$362K 0.07% 185
2022
Q4 		$247K Hold
12,009
– – 0.05% 240
2022
Q3 		$217K Sell
12,009
-869
-7% -$18.3K 0.04% 255
2022
Q2 		$262K Hold
12,878
– – 0.05% 232
2022
Q1 		$374K Hold
12,878
– – 0.06% 192
2021
Q4 		$463K Buy
12,878
+200
+2% +$7.37K 0.08% 171
2021
Q3 		$464K Sell
12,678
-4,187
-25% -$150K 0.08% 170
2021
Q2 		$589K Hold
16,865
– – 0.11% 147
2021
Q1 		$559K Buy
16,865
+602
+4% +$20.6K 0.11% 146
2020
Q4 		$539K Hold
16,263
– – 0.11% 135
2020
Q3 		$453K Buy
16,263
+4,874
+43% +$128K 0.11% 140
2020
Q2 		$272K Buy
+11,389
New +$244K 0.07% 181
2020
Q1 		– Sell
-9,918
Closed -$217K – 210
2019
Q4 		$217K Buy
+9,918
New +$209K 0.06% 229
2019
Q3 		– Sell
-10,212
Closed -$212K – 232
2019
Q2 		$212K Sell
10,212
-400
-4% -$8.18K 0.07% 208
2019
Q1 		$213K Buy
10,612
+12
+0.1% +$227 0.08% 201
2018
Q4 		$177K Sell
10,600
-1,100
-9% -$21.4K 0.08% 172
2018
Q3 		$270K Sell
11,700
-2,100
-15% -$46.9K 0.11% 155
2018
Q2 		$302K Buy
13,800
+340
+3% +$7.94K 0.17% 119
2018
Q1 		$318K Buy
+13,460
New +$339K 0.18% 108

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s BOTZ Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 5.2% in Q2 2026, buying an estimated $43.6K and bringing the position to 23,209 shares worth $881K. The position accounts for 0.05% of the portfolio, ranked #239.

Keystone Financial Group (Kentucky) first reported a position in BOTZ in Q1 2018 and has held it in 30 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 23,209 shares of Global X Robotics & Artificial Intelligence ETF worth $881K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,145 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $43.6K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #239 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 30 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.