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Mark Sheptoff Financial Planning’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Mark Sheptoff Financial Planning’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 		$9.48K Hold
250
– – 0.01% 366
2026
Q1 		$9.69K Buy
+250
New +$9.24K 0.01% 351

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

Mark Sheptoff Financial Planning's BOTZ Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 250 shares worth $9.48K. The position accounts for 0.01% of the portfolio, ranked #366.

Mark Sheptoff Financial Planning first reported a position in BOTZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.69K in Q1 2026. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Mark Sheptoff Financial Planning held 250 shares of Global X Robotics & Artificial Intelligence ETF worth $9.48K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #366 holding.
  • Mark Sheptoff Financial Planning first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Global X Robotics & Artificial Intelligence ETF position peaked at $9.69K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.