Modern Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Modern Wealth Management’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	$14.7M	Buy	386,223 +8,440	+2%	+$321K	0.17%	137
2026 Q1	$12.8M	Buy	377,783 +34,769	+10%	+$1.28M	0.22%	115
2025 Q4	$12.4M	Buy	343,014 +30,847	+10%	+$1.12M	0.23%	115
2025 Q3	$11.1M	Buy	312,167 +33,560	+12%	+$1.13M	0.22%	117
2025 Q2	$9.1M	Buy	278,607 +137,847	+98%	+$4.08M	0.22%	104
2025 Q1	$4.01M	Sell	140,760 -41	-0%	-$1.32K	0.13%	144
2024 Q4	$4.5M	Buy	+140,801	New	+$4.59M	0.17%	118

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

Modern Wealth Management's BOTZ Position: Q2 2026 in Review

Modern Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.2% in Q2 2026, buying an estimated $321K and bringing the position to 386,223 shares worth $14.7M. The position accounts for 0.17% of the portfolio, ranked #137.

Modern Wealth Management first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Modern Wealth Management held 386,223 shares of Global X Robotics & Artificial Intelligence ETF worth $14.7M as of Q2 2026.
Modern Wealth Management bought 8,440 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $321K.
Global X Robotics & Artificial Intelligence ETF made up 0.17% of Modern Wealth Management's portfolio in Q2 2026, its #137 holding.
Modern Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.