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Personal CFO Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Personal CFO Solutions’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 		– Sell
-6,209
Closed -$206K – 533
2026
Q1 		$206K Buy
+6,209
New +$229K 0.03% 501
2024
Q4 		– Sell
-8,921
Closed -$287K – 471
2024
Q3 		$287K Buy
8,921
+1
+0% +$31 0.04% 437
2024
Q2 		$275K Buy
8,920
+1
+0% +$31 0.04% 414
2024
Q1 		$284K Buy
8,919
+288
+3% +$8.67K 0.04% 413
2023
Q4 		$246K Sell
8,631
-2,000
-19% -$51.1K 0.04% 428
2023
Q3 		$263K Buy
10,631
+1
+0% +$27 0.05% 356
2023
Q2 		$306K Hold
10,630
– – 0.06% 325
2023
Q1 		$271K Hold
10,630
– – 0.06% 342
2022
Q4 		$218K Hold
10,630
– – 0.05% 396
2022
Q3 		$192K Sell
10,630
-2,773
-21% -$58.4K 0.05% 380
2022
Q2 		$272K Sell
13,403
-1,300
-9% -$30.7K 0.06% 293
2022
Q1 		$427K Hold
14,703
– – 0.08% 231
2021
Q4 		$528K Buy
14,703
+5,000
+52% +$184K 0.1% 192
2021
Q3 		$355K Buy
9,703
+1
+0% +$36 0.07% 248
2021
Q2 		$339K Buy
9,702
+500
+5% +$17.1K 0.07% 257
2021
Q1 		$305K Buy
9,202
+587
+7% +$20.1K 0.07% 253
2020
Q4 		$285K Hold
8,615
– – 0.07% 256
2020
Q3 		$0 Sell
8,615
-1,939
-18% -$51.1K ﹤0.01% 162
2020
Q2 		$252K Hold
10,554
– – 0.07% 241
2020
Q1 		$191K Sell
10,554
-1,499
-12% -$30.9K 0.07% 244
2019
Q4 		$264K Buy
12,053
+220
+2% +$4.65K 0.08% 244
2019
Q3 		$237K Buy
+11,833
New +$231K 0.09% 247

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Personal CFO Solutions's BOTZ Position: Q2 2026 in Review

Personal CFO Solutions sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 6,209 shares — an estimated $206K sold.

Personal CFO Solutions first reported a position in BOTZ in Q3 2019 and held it in 22 quarters. The position peaked at $528K in Q4 2021. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Personal CFO Solutions reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 6,209 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $206K.
  • Personal CFO Solutions first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2019 and held it in 22 quarters.
  • Personal CFO Solutions's Global X Robotics & Artificial Intelligence ETF position peaked at $528K in Q4 2021.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.