Matrix Private Capital Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Matrix Private Capital Group’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	$3.06K	Hold	81	–	–	﹤0.01%	141
2026 Q1	$2.67K	Buy	81 +1	+1%	+$37	﹤0.01%	138
2025 Q4	$2.92K	Hold	80	–	–	﹤0.01%	133
2025 Q3	$2.84K	Hold	80	–	–	﹤0.01%	130
2025 Q2	$2.62K	Hold	80	–	–	﹤0.01%	131
2025 Q1	$2.28K	Buy	+80	New	+$2.58K	﹤0.01%	139

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

Matrix Private Capital Group's BOTZ Position: Q2 2026 in Review

Matrix Private Capital Group held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 81 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Matrix Private Capital Group first reported a position in BOTZ in Q1 2025 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Matrix Private Capital Group held 81 shares of Global X Robotics & Artificial Intelligence ETF worth $3.06K as of Q2 2026.
Matrix Private Capital Group 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 Matrix Private Capital Group's portfolio in Q2 2026, its #141 holding.
Matrix Private Capital Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2025 and has held it in 6 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.