Pine Valley Investments’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Pine Valley Investments’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	$375K	Sell	9,889 -6	-0.1%	-$228	0.01%	450
2026 Q1	$329K	Buy	9,895 +2,698	+37%	+$99.7K	0.02%	451
2025 Q4	$262K	Sell	7,197 -1	-0%	-$36	0.01%	476
2025 Q3	$255K	Buy	7,198 +1	+0%	+$34	0.01%	474
2025 Q2	$235K	Buy	7,197 +29	+0.4%	+$859	0.01%	479
2025 Q1	$204K	Buy	7,168 +72	+1%	+$2.32K	0.01%	493
2024 Q4	$227K	Sell	7,096 -4	-0.1%	-$130	0.01%	471
2024 Q3	$228K	Hold	7,100	–	–	0.01%	459
2024 Q2	$219K	Hold	7,100	–	–	0.01%	450
2024 Q1	$226K	Buy	+7,100	New	+$214K	0.02%	451

Other funds holding BOTZ

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Pine Valley Investments's BOTZ Position: Q2 2026 in Review

Pine Valley Investments reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.06% in Q2 2026, selling an estimated $228 and leaving 9,889 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #450.

Pine Valley Investments first reported a position in BOTZ in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Pine Valley Investments held 9,889 shares of Global X Robotics & Artificial Intelligence ETF worth $375K as of Q2 2026.
Pine Valley Investments sold 6 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $228.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #450 holding.
Pine Valley Investments first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and has held it in 10 quarters since.
228 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.