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

Merit Financial 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	$589K	Sell	15,525 -715	-4%	-$27.2K	﹤0.01%	1404
2026 Q1	$540K	Sell	16,240 -13,386	-45%	-$495K	﹤0.01%	1334
2025 Q4	$1.07M	Sell	29,626 -4,470	-13%	-$162K	0.01%	916
2025 Q3	$1.21M	Sell	34,096 -1,915	-5%	-$64.6K	0.01%	766
2025 Q2	$1.18M	Sell	36,011 -6,552	-15%	-$194K	0.01%	713
2025 Q1	$1.21M	Buy	42,563 +11,704	+38%	+$378K	0.02%	589
2024 Q4	$986K	Buy	30,859 +24,618	+394%	+$802K	0.02%	518
2024 Q3	$201K	Buy	+6,241	New	+$191K	﹤0.01%	790

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

Merit Financial Group's BOTZ Position: Q2 2026 in Review

Merit Financial Group reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.4% in Q2 2026, selling an estimated $27.2K and leaving 15,525 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Merit Financial Group first reported a position in BOTZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q1 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Merit Financial Group held 15,525 shares of Global X Robotics & Artificial Intelligence ETF worth $589K as of Q2 2026.
Merit Financial Group sold 715 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $27.2K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1404 holding.
Merit Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $1.21M in Q1 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.