Lido Advisors
BOTZ icon

Lido Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lido Advisors’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 		$7.12M Sell
187,645
-276,579
-60% -$10.5M 0.02% 422
2026
Q1 		$15.4M Buy
464,224
+5,459
+1% +$202K 0.05% 240
2025
Q4 		$16.6M Buy
+458,765
New +$16.6M 0.05% 233
2025
Q2 		– Sell
-7,170
Closed -$204K – 1667
2025
Q1 		$204K Sell
7,170
-1,046
-13% -$33.8K ﹤0.01% 1381
2024
Q4 		$262K Buy
8,216
+341
+4% +$11.1K ﹤0.01% 1280
2024
Q3 		$253K Sell
7,875
-3,136
-28% -$96K ﹤0.01% 1229
2024
Q2 		$340K Sell
11,011
-281
-2% -$8.66K ﹤0.01% 1059
2024
Q1 		$359K Buy
+11,292
New +$340K ﹤0.01% 1008
2022
Q2 		– Sell
-10,686
Closed -$310K – 948
2022
Q1 		$310K Sell
10,686
-1,079
-9% -$32.1K ﹤0.01% 804
2021
Q4 		$422K Buy
11,765
+4,645
+65% +$171K ﹤0.01% 673
2021
Q3 		$260K Buy
7,120
+1,178
+20% +$42.3K ﹤0.01% 795
2021
Q2 		$208K Buy
+5,942
New +$204K ﹤0.01% 857

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

Lido Advisors's BOTZ Position: Q2 2026 in Review

Lido Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 60% in Q2 2026, selling an estimated $10.5M and leaving 187,645 shares worth $7.12M. The position accounts for 0.02% of the portfolio, ranked #422.

Lido Advisors first reported a position in BOTZ in Q2 2021 and has held it in 12 quarters since. The position peaked at $16.6M in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Lido Advisors held 187,645 shares of Global X Robotics & Artificial Intelligence ETF worth $7.12M as of Q2 2026.
  • Lido Advisors sold 276,579 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $10.5M.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #422 holding.
  • Lido Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and has held it in 12 quarters since.
  • Lido Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $16.6M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.