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Oppenheimer & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Oppenheimer & Co’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
Q1 		$1.47M Sell
44,303
-111
-0.2% -$4.1K 0.02% 702
2025
Q4 		$1.61M Buy
44,414
+339
+0.8% +$12.3K 0.02% 609
2025
Q3 		$1.56M Buy
44,075
+6,093
+16% +$205K 0.02% 698
2025
Q2 		$1.24M Buy
37,982
+2,850
+8% +$84.4K 0.02% 760
2025
Q1 		$1,000K Buy
35,132
+397
+1% +$12.8K 0.02% 810
2024
Q4 		$1.11M Sell
34,735
-2,445
-7% -$79.7K 0.02% 745
2024
Q3 		$1.2M Sell
37,180
-37,402
-50% -$1.15M 0.02% 732
2024
Q2 		$2.3M Buy
74,582
+470
+0.6% +$14.5K 0.04% 490
2024
Q1 		$2.36M Buy
74,112
+29,236
+65% +$880K 0.04% 466
2023
Q4 		$1.28M Buy
44,876
+14,184
+46% +$362K 0.02% 630
2023
Q3 		$759K Sell
30,692
-13,982
-31% -$377K 0.02% 774
2023
Q2 		$1.28M Buy
44,674
+2,433
+6% +$64.5K 0.03% 618
2023
Q1 		$1.08M Buy
42,241
+30,305
+254% +$713K 0.02% 663
2022
Q4 		$245K Sell
11,936
-1,095
-8% -$22K 0.01% 1162
2022
Q3 		$235K Sell
13,031
-2,135
-14% -$45K 0.01% 1153
2022
Q2 		$308K Sell
15,166
-1,011
-6% -$23.9K 0.01% 1098
2022
Q1 		$469K Sell
16,177
-8,161
-34% -$243K 0.01% 1037
2021
Q4 		$875K Buy
24,338
+67
+0.3% +$2.47K 0.02% 830
2021
Q3 		$887K Buy
24,271
+782
+3% +$28.1K 0.02% 785
2021
Q2 		$821K Buy
23,489
+28
+0.1% +$960 0.01% 827
2021
Q1 		$777K Buy
23,461
+1,122
+5% +$38.4K 0.02% 788
2020
Q4 		$740K Buy
22,339
+1,277
+6% +$39.1K 0.02% 746
2020
Q3 		$587K Buy
21,062
+448
+2% +$11.8K 0.01% 754
2020
Q2 		$492K Buy
20,614
+1,102
+6% +$23.6K 0.01% 810
2020
Q1 		$354K Buy
19,512
+525
+3% +$10.8K 0.01% 844
2019
Q4 		$415K Buy
18,987
+83
+0.4% +$1.75K 0.01% 904
2019
Q3 		$379K Sell
18,904
-735
-4% -$14.4K 0.01% 896
2019
Q2 		$407K Buy
19,639
+266
+1% +$5.44K 0.01% 890
2019
Q1 		$389K Sell
19,373
-1,105
-5% -$20.9K 0.01% 921
2018
Q4 		$343K Sell
20,478
-98,408
-83% -$1.91M 0.01% 876
2018
Q3 		$2.72M Sell
118,886
-13,409
-10% -$299K 0.07% 313
2018
Q2 		$2.91M Sell
132,295
-36,855
-22% -$861K 0.08% 289
2018
Q1 		$4.09M Buy
169,150
+35,041
+26% +$881K 0.11% 218
2017
Q4 		$3.18M Buy
134,109
+24,345
+22% +$571K 0.08% 284
2017
Q3 		$2.39M Buy
+109,764
New +$2.22M 0.06% 340

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oppenheimer & Co's BOTZ Position: Q1 2026 in Review

Oppenheimer & Co reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.25% in Q1 2026, selling an estimated $4.1K and leaving 44,303 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #702.

Oppenheimer & Co first reported a position in BOTZ in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.09M in Q1 2018. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Oppenheimer & Co held 44,303 shares of Global X Robotics & Artificial Intelligence ETF worth $1.47M as of Q1 2026.
  • Oppenheimer & Co sold 111 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $4.1K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #702 holding.
  • Oppenheimer & Co first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and has held it in 35 quarters since.
  • Oppenheimer & Co's Global X Robotics & Artificial Intelligence ETF position peaked at $4.09M in Q1 2018.
  • 442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.