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

Newbridge Financial Services 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 		$2.62K Sell
69
-100
-59% -$3.81K ﹤0.01% 1044
2026
Q1 		$5.62K Sell
169
-281
-62% -$10.4K ﹤0.01% 901
2025
Q4 		$16.3K Hold
450
– – ﹤0.01% 688
2025
Q3 		$15.9K Buy
450
+1
+0.2% +$34 ﹤0.01% 796
2025
Q2 		$14.7K Buy
449
+49
+12% +$1.45K ﹤0.01% 797
2025
Q1 		$11.4K Hold
400
– – ﹤0.01% 654
2024
Q4 		$12.8K Hold
400
– – ﹤0.01% 689
2024
Q3 		$12.8K Buy
400
+180
+82% +$5.51K ﹤0.01% 407
2024
Q2 		$6.8K Hold
220
– – ﹤0.01% 776
2024
Q1 		$7.01K Buy
220
+20
+10% +$602 ﹤0.01% 840
2023
Q4 		$5.71K Sell
200
-103
-34% -$2.63K ﹤0.01% 837
2023
Q3 		$7.5K Buy
303
+103
+52% +$2.78K ﹤0.01% 878
2023
Q2 		$5.75K Hold
200
– – ﹤0.01% 986
2023
Q1 		$5.1K Buy
+200
New +$4.71K ﹤0.01% 1063
2022
Q1 		– Sell
-250
Closed -$9K – 1445
2021
Q4 		$9K Sell
250
-700
-74% -$25.8K ﹤0.01% 931
2021
Q3 		$35K Buy
+950
New +$34.1K 0.02% 512

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

Newbridge Financial Services Group's BOTZ Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 59% in Q2 2026, selling an estimated $3.81K and leaving 69 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Newbridge Financial Services Group first reported a position in BOTZ in Q3 2021 and has held it in 16 quarters since. The position peaked at $35K in Q3 2021. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Newbridge Financial Services Group held 69 shares of Global X Robotics & Artificial Intelligence ETF worth $2.62K as of Q2 2026.
  • Newbridge Financial Services Group sold 100 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $3.81K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1044 holding.
  • Newbridge Financial Services Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and has held it in 16 quarters since.
  • Newbridge Financial Services Group's Global X Robotics & Artificial Intelligence ETF position peaked at $35K in Q3 2021.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.