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Laurel Wealth Advisors (North Carolina)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-2,462
Closed -$89.2K – 254
2025
Q4 		$89.2K Buy
+2,462
New +$89.3K 0.01% 265
2025
Q2 		– Sell
-2,437
Closed -$69.4K – 253
2025
Q1 		$69.4K Sell
2,437
-400
-14% -$12.9K 0.01% 271
2024
Q4 		$90.6K Sell
2,837
-783
-22% -$25.5K 0.01% 251
2024
Q3 		$116K Sell
3,620
-600
-14% -$18.4K 0.02% 221
2024
Q2 		$130K Hold
4,220
– – 0.02% 211
2024
Q1 		$134K Hold
4,220
– – 0.02% 211
2023
Q4 		$120K Buy
4,220
+5
+0.1% +$128 0.02% 211
2023
Q3 		$104K Buy
4,215
+15
+0.4% +$405 0.02% 216
2023
Q2 		$121K Hold
4,200
– – 0.02% 206
2023
Q1 		$107K Buy
4,200
+1,000
+31% +$23.5K 0.02% 217
2022
Q4 		$65.8K Buy
3,200
+1,000
+45% +$20.1K 0.01% 240
2022
Q3 		$40K Hold
2,200
– – 0.01% 274
2022
Q2 		$45K Hold
2,200
– – 0.01% 266
2022
Q1 		$64K Buy
2,200
+1,400
+175% +$41.7K 0.01% 258
2021
Q4 		$29K Hold
800
– – 0.01% 310
2021
Q3 		$29K Sell
800
-25
-3% -$897 0.01% 310
2021
Q2 		$29K Buy
825
+400
+94% +$13.7K 0.01% 334
2021
Q1 		$14K Buy
425
+25
+6% +$855 ﹤0.01% 385
2020
Q4 		$13K Buy
+400
New +$12.2K ﹤0.01% 390

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BOTZ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 2,462 shares — an estimated $89.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BOTZ in Q4 2020 and held it in 19 quarters. The position peaked at $134K in Q1 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,462 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $89.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 19 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Global X Robotics & Artificial Intelligence ETF position peaked at $134K in Q1 2024.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.