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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
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
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 $71.6B AUM 21.08% 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

Paragon Private Wealth Management's BOTZ Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 9% in Q1 2026, buying an estimated $135K and bringing the position to 44,347 shares worth $1.47M. The position accounts for 0.46% of the portfolio, ranked #59.

Paragon Private Wealth Management first reported a position in BOTZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Paragon Private Wealth Management held 44,347 shares of Global X Robotics & Artificial Intelligence ETF worth $1.47M as of Q1 2026.
  • Paragon Private Wealth Management bought 3,664 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $135K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.46% of Paragon Private Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Paragon Private Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 10 quarters since.
  • Paragon Private Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.47M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.