LWM
BOTZ icon

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

Lodestone 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
Q1 		– Sell
-306
Closed -$11.1K – 783
2025
Q4 		$11.1K Buy
+306
New +$11.1K ﹤0.01% 488

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lodestone Wealth Management's BOTZ Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 306 shares — an estimated $11.1K sold.

Lodestone Wealth Management first reported a position in BOTZ in Q4 2025 and held it in 1 quarter. The position peaked at $11.1K in Q4 2025. 444 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 306 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $11.1K.
  • Lodestone Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $11.1K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.