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 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

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

Perigon Wealth Management's BOTZ Position: Q2 2026 in Review

Perigon Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 6,302 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Perigon Wealth Management first reported a position in BOTZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $327K in Q4 2024. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Perigon Wealth Management held 6,302 shares of Global X Robotics & Artificial Intelligence ETF worth $239K as of Q2 2026.
Perigon Wealth Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1263 holding.
Perigon Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 10 quarters since.
Perigon Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $327K in Q4 2024.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.