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

Paragon Private 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	$1.56M	Sell	41,156 -3,191	-7%	-$121K	0.41%	63
2026 Q1	$1.47M	Buy	44,347 +3,664	+9%	+$135K	0.46%	59
2025 Q4	$1.47M	Buy	40,683 +1,330	+3%	+$48.2K	0.45%	58
2025 Q3	$1.39M	Buy	39,353 +10,750	+38%	+$363K	0.46%	59
2025 Q2	$934K	Sell	28,603 -2,257	-7%	-$66.9K	0.37%	79
2025 Q1	$878K	Sell	30,860 -9,968	-24%	-$322K	0.41%	69
2024 Q4	$1.3M	Buy	40,828 +5,078	+14%	+$166K	0.6%	48
2024 Q3	$1.15M	Buy	35,750 +1,217	+4%	+$37.3K	0.57%	52
2024 Q2	$1.07M	Buy	34,533 +7,782	+29%	+$240K	0.6%	49
2024 Q1	$851K	Buy	26,751 +7,920	+42%	+$238K	0.51%	66
2023 Q4	$537K	Buy	+18,831	New	+$481K	0.37%	80

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

Paragon Private Wealth Management's BOTZ Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 7.2% in Q2 2026, selling an estimated $121K and leaving 41,156 shares worth $1.56M. The position accounts for 0.41% of the portfolio, ranked #63.

Paragon Private Wealth Management first reported a position in BOTZ in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Paragon Private Wealth Management held 41,156 shares of Global X Robotics & Artificial Intelligence ETF worth $1.56M as of Q2 2026.
Paragon Private Wealth Management sold 3,191 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $121K.
Global X Robotics & Artificial Intelligence ETF made up 0.41% of Paragon Private Wealth Management's portfolio in Q2 2026, its #63 holding.
Paragon Private Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 11 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.