Pin Oak Investment Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Pin Oak Investment Advisors’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	$9K	Hold	234	–	–	0.01%	384
2026 Q1	$8K	Hold	234	–	–	0.01%	382
2025 Q4	$9K	Hold	234	–	–	0.01%	389
2025 Q3	$8.29K	Hold	234	–	–	0.01%	384
2025 Q2	$6K	Hold	234	–	–	0.01%	358
2025 Q1	$7K	Hold	234	–	–	0.01%	346
2024 Q4	$8K	Hold	234	–	–	0.01%	354
2024 Q3	$7K	Buy	+234	New	+$7.17K	0.01%	365
2022 Q3	–	Sell	-1,270	Closed	-$26K	–	396
2022 Q2	$26K	Hold	1,270	–	–	0.03%	199
2022 Q1	$37K	Hold	1,270	–	–	0.04%	183
2021 Q4	$46K	Hold	1,270	–	–	0.05%	174
2021 Q3	$46K	Buy	+1,270	New	+$45.6K	0.05%	167
2021 Q1	–	Sell	-1,270	Closed	-$42K	–	408
2020 Q4	$42K	Buy	1,270 +670	+112%	+$20.5K	0.03%	196
2020 Q3	$17K	Buy	+600	New	+$15.8K	0.02%	254

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

Pin Oak Investment Advisors's BOTZ Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 234 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #384.

Pin Oak Investment Advisors first reported a position in BOTZ in Q3 2020 and has held it in 14 quarters since. The position peaked at $46K in Q4 2021. 463 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Pin Oak Investment Advisors held 234 shares of Global X Robotics & Artificial Intelligence ETF worth $9K as of Q2 2026.
Pin Oak Investment Advisors 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 Pin Oak Investment Advisors's portfolio in Q2 2026, its #384 holding.
Pin Oak Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2020 and has held it in 14 quarters since.
Pin Oak Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $46K in Q4 2021.
463 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.