O'Shaughnessy Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

O'Shaughnessy Asset 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	$484K	Sell	12,748 -2,090	-14%	-$79.5K	﹤0.01%	1614
2026 Q1	$493K	Buy	14,838 +9,275	+167%	+$343K	﹤0.01%	1537
2025 Q4	$202K	Buy	5,563 +1,295	+30%	+$47K	﹤0.01%	1987
2025 Q3	$151K	Buy	4,268 +39	+0.9%	+$1.31K	﹤0.01%	2013
2025 Q2	$138K	Sell	4,229 -3,311	-44%	-$98.1K	﹤0.01%	1898
2025 Q1	$215K	Sell	7,540 -3,654	-33%	-$118K	﹤0.01%	1748
2024 Q4	$358K	Buy	11,194 +10,087	+911%	+$329K	﹤0.01%	1442
2024 Q3	$35.9K	Buy	1,107 +323	+41%	+$9.89K	﹤0.01%	1892
2024 Q2	$24.2K	Buy	784 +500	+176%	+$15.4K	﹤0.01%	1779
2024 Q1	$9.03K	Hold	284	–	–	﹤0.01%	1773
2023 Q4	$8.09K	Buy	+284	New	+$7.25K	﹤0.01%	1658

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

O'Shaughnessy Asset Management's BOTZ Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 14% in Q2 2026, selling an estimated $79.5K and leaving 12,748 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

O'Shaughnessy Asset Management first reported a position in BOTZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $493K in Q1 2026. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

O'Shaughnessy Asset Management held 12,748 shares of Global X Robotics & Artificial Intelligence ETF worth $484K as of Q2 2026.
O'Shaughnessy Asset Management sold 2,090 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $79.5K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1614 holding.
O'Shaughnessy Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 11 quarters since.
O'Shaughnessy Asset Management's Global X Robotics & Artificial Intelligence ETF position peaked at $493K in Q1 2026.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.