Lugano Financial Advisors SA (LFA)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$60.7K	Hold	1,601	–	–	0.04%	145
2026 Q1	$53.2K	Buy	1,601 +516	+48%	+$19.1K	0.03%	142
2025 Q4	$39.3K	Hold	1,085	–	–	0.02%	165
2025 Q3	$38.4K	Buy	1,085 +465	+75%	+$15.7K	0.02%	160
2025 Q2	$20.2K	Hold	620	–	–	0.01%	184
2025 Q1	$17.6K	Hold	620	–	–	0.01%	168
2024 Q4	$19.8K	Buy	+620	New	+$20.2K	0.01%	174
2020 Q1	–	Sell	-1,000	Closed	-$22K	–	125
2019 Q4	$22K	Buy	+1,000	New	+$21.1K	0.02%	123
2019 Q2	$21K	Hold	1,000	–	–	0.01%	123
2019 Q1	$20K	Sell	1,000 -22,307	-96%	-$422K	0.01%	117
2018 Q4	$533K	Hold	23,307	–	–	0.37%	42
2018 Q3	$533K	Sell	23,307 -90,520	-80%	-$2.02M	0.37%	42
2018 Q2	$2.49M	Buy	+113,827	New	+$2.66M	2.39%	13

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

Lugano Financial Advisors SA (LFA)'s BOTZ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 1,601 shares worth $60.7K. The position accounts for 0.04% of the portfolio, ranked #145.

Lugano Financial Advisors SA (LFA) first reported a position in BOTZ in Q2 2018 and has held it in 13 quarters since. The position peaked at $2.49M in Q2 2018. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,601 shares of Global X Robotics & Artificial Intelligence ETF worth $60.7K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #145 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s Global X Robotics & Artificial Intelligence ETF position peaked at $2.49M in Q2 2018.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.