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One Charles Private Wealth Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

One Charles Private Wealth Services’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 		$429K Sell
11,296
-2,302
-17% -$87.6K 0.1% 107
2026
Q1 		$452K Buy
13,598
+551
+4% +$20.4K 0.11% 99
2025
Q4 		$473K Sell
13,047
-302
-2% -$10.9K 0.12% 93
2025
Q3 		$473K Sell
13,349
-179
-1% -$6.04K 0.12% 89
2025
Q2 		$442K Sell
13,528
-186
-1% -$5.51K 0.12% 91
2025
Q1 		$390K Hold
13,714
– – 0.13% 88
2024
Q4 		$438K Buy
13,714
+450
+3% +$14.7K 0.15% 81
2024
Q3 		$426K Sell
13,264
-160
-1% -$4.9K 0.16% 87
2024
Q2 		$414K Sell
13,424
-413
-3% -$12.7K 0.17% 89
2024
Q1 		$440K Sell
13,837
-412
-3% -$12.4K 0.19% 84
2023
Q4 		$406K Sell
14,249
-1,207
-8% -$30.8K 0.22% 84
2023
Q3 		$382K Buy
15,456
+61
+0.4% +$1.65K 0.22% 73
2023
Q2 		$442K Sell
15,395
-3,034
-16% -$80.5K 0.26% 72
2023
Q1 		$470K Sell
18,429
-660
-3% -$15.5K 0.29% 64
2022
Q4 		$392K Sell
19,089
-3,146
-14% -$63.3K 0.25% 70
2022
Q3 		$402K Sell
22,235
-1,010
-4% -$21.3K 0.27% 65
2022
Q2 		$468K Sell
23,245
-3,091
-12% -$73K 0.32% 61
2022
Q1 		$764K Buy
26,336
+1,093
+4% +$32.6K 0.48% 43
2021
Q4 		$907K Buy
25,243
+567
+2% +$20.9K 0.51% 37
2021
Q3 		$902K Sell
24,676
-149
-0.6% -$5.35K 0.52% 34
2021
Q2 		$868K Buy
+24,825
New +$852K 0.58% 34
2020
Q3 		– Sell
-23,197
Closed -$610K – 48
2020
Q2 		$610K Sell
23,197
-60,722
-72% -$1.3M 0.32% 37
2020
Q1 		$1.52M Sell
83,919
-21,145
-20% -$436K 1.26% 16
2019
Q4 		$2.3M Buy
+105,064
New +$2.22M 1.52% 14

Other funds holding BOTZ

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

One Charles Private Wealth Services's BOTZ Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 17% in Q2 2026, selling an estimated $87.6K and leaving 11,296 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #107.

One Charles Private Wealth Services first reported a position in BOTZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.3M in Q4 2019. 54 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • One Charles Private Wealth Services held 11,296 shares of Global X Robotics & Artificial Intelligence ETF worth $429K as of Q2 2026.
  • One Charles Private Wealth Services sold 2,302 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $87.6K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.1% of One Charles Private Wealth Services's portfolio in Q2 2026, its #107 holding.
  • One Charles Private Wealth Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and has held it in 24 quarters since.
  • One Charles Private Wealth Services's Global X Robotics & Artificial Intelligence ETF position peaked at $2.3M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.