Laurel Oak Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Laurel Oak Wealth Management’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	$355K	Sell	9,368 -1,065	-10%	-$40.5K	0.05%	258
2026 Q1	$347K	Sell	10,433 -1,086	-9%	-$40.1K	0.06%	244
2025 Q4	$417K	Buy	+11,519	New	+$418K	0.07%	217

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

Laurel Oak Wealth Management's BOTZ Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 10% in Q2 2026, selling an estimated $40.5K and leaving 9,368 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #258.

Laurel Oak Wealth Management first reported a position in BOTZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $417K in Q4 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Laurel Oak Wealth Management held 9,368 shares of Global X Robotics & Artificial Intelligence ETF worth $355K as of Q2 2026.
Laurel Oak Wealth Management sold 1,065 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $40.5K.
Global X Robotics & Artificial Intelligence ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #258 holding.
Laurel Oak Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $417K in Q4 2025.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.