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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perigon Wealth Management's BOTZ Position: Q1 2026 in Review

Perigon Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.33% in Q1 2026, buying an estimated $776 and bringing the position to 6,302 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Perigon Wealth Management first reported a position in BOTZ in Q4 2020 and has held it in 9 quarters since. The position peaked at $327K in Q4 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Perigon Wealth Management held 6,302 shares of Global X Robotics & Artificial Intelligence ETF worth $209K as of Q1 2026.
Perigon Wealth Management bought 21 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $776.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1199 holding.
Perigon Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 9 quarters since.
Perigon Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $327K in Q4 2024.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.