LPL Financial’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

LPL Financial’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
2021 Q2	–	Sell	-7,800	Closed	-$258K	–	4230
2021 Q1	$258K	Buy	+7,800	New	+$267K	﹤0.01%	3581
2019 Q2	–	Sell	-14,600	Closed	-$293K	–	3286
2019 Q1	$293K	Buy	+14,600	New	+$276K	﹤0.01%	2651
2018 Q4	–	Sell	-20,700	Closed	-$474K	–	3086
2018 Q3	$474K	Hold	20,700	–	–	﹤0.01%	2274
2018 Q2	$456K	Sell	20,700 -8,800	-30%	-$206K	﹤0.01%	2272
2018 Q1	$714K	Buy	29,500 +13,300	+82%	+$335K	﹤0.01%	1852
2017 Q4	$384K	Buy	+16,200	New	+$380K	﹤0.01%	2281

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial's BOTZ Position: Q1 2026 in Review

LPL Financial reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 5% in Q1 2026, selling an estimated $4.64M and leaving 2,370,228 shares worth $78.7M. The position accounts for 0.02% of the portfolio, ranked #700.

LPL Financial first reported a position in BOTZ in Q1 2017 and has held it in 37 quarters since. The position peaked at $90.4M in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

LPL Financial held 2,370,228 shares of Global X Robotics & Artificial Intelligence ETF worth $78.7M as of Q1 2026.
LPL Financial sold 125,604 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $4.64M.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #700 holding.
LPL Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2017 and has held it in 37 quarters since.
LPL Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $90.4M in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.