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

Perigon 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 Q3	$210K	Sell	5,949 -353	-6%	-$12.6K	﹤0.01%	1377
2026 Q2	$239K	Hold	6,302	–	–	﹤0.01%	1263
2026 Q1	$209K	Buy	6,302 +21	+0.3%	+$776	﹤0.01%	1199
2025 Q4	$228K	Hold	6,281	–	–	﹤0.01%	1165
2025 Q3	$223K	Sell	6,281 -1,314	-17%	-$44.3K	﹤0.01%	1097
2025 Q2	$248K	Sell	7,595 -1,714	-18%	-$50.8K	0.01%	913
2025 Q1	$265K	Sell	9,309 -733	-7%	-$23.7K	0.01%	860
2024 Q4	$327K	Hold	10,042	–	–	0.01%	785
2024 Q3	$323K	Buy	10,042 +961	+11%	+$29.4K	0.01%	760
2024 Q2	$280K	Buy	+9,081	New	+$280K	0.01%	714
2021 Q1	–	Sell	-700	Closed	-$23K	–	559
2020 Q4	$23K	Buy	+700	New	+$21.4K	﹤0.01%	991

Other funds holding BOTZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Perigon Wealth Management's BOTZ Position: Q3 2026 in Review

Perigon Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 5.6% in Q3 2026, selling an estimated $12.6K and leaving 5,949 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Perigon Wealth Management first reported a position in BOTZ in Q4 2020 and has held it in 11 quarters since. The position peaked at $327K in Q4 2024. 239 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

Perigon Wealth Management held 5,949 shares of Global X Robotics & Artificial Intelligence ETF worth $210K as of Q3 2026.
Perigon Wealth Management sold 353 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $12.6K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1377 holding.
Perigon Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 11 quarters since.
Perigon Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $327K in Q4 2024.
239 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.