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Pinnacle Associates’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Pinnacle Associates’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 		$8.79M Buy
231,758
+5,950
+3% +$226K 0.1% 200
2026
Q1 		$7.5M Buy
225,808
+17,402
+8% +$643K 0.1% 198
2025
Q4 		$7.55M Buy
208,406
+14,262
+7% +$517K 0.1% 200
2025
Q3 		$6.88M Buy
194,144
+11,699
+6% +$395K 0.09% 210
2025
Q2 		$5.96M Buy
182,445
+23,825
+15% +$706K 0.09% 213
2025
Q1 		$4.51M Buy
158,620
+12,183
+8% +$393K 0.07% 248
2024
Q4 		$4.68M Buy
146,437
+23,303
+19% +$760K 0.06% 253
2024
Q3 		$3.51M Sell
123,134
-14,847
-11% -$455K 0.06% 269
2024
Q2 		$4.26M Buy
137,981
+7,210
+6% +$222K 0.07% 257
2024
Q1 		$4.16M Buy
130,771
+7,637
+6% +$230K 0.07% 267
2023
Q4 		$3.51M Sell
123,134
-343
-0.3% -$8.76K 0.06% 272
2023
Q3 		$3.05M Buy
123,477
+7,356
+6% +$198K 0.06% 287
2023
Q2 		$3.34M Buy
116,121
+1,416
+1% +$37.6K 0.06% 280
2023
Q1 		$2.92M Buy
114,705
+8,899
+8% +$209K 0.06% 260
2022
Q4 		$2.17M Buy
105,806
+13,165
+14% +$265K 0.05% 291
2022
Q3 		$1.68M Buy
92,641
+3,846
+4% +$81K 0.04% 313
2022
Q2 		$1.8M Sell
88,795
-95,945
-52% -$2.27M 0.04% 316
2022
Q1 		$5.36M Sell
184,740
-33,325
-15% -$993K 0.09% 216
2021
Q4 		$7.84M Buy
218,065
+11,308
+5% +$417K 0.14% 167
2021
Q3 		$7.56M Buy
206,757
+96,897
+88% +$3.48M 0.14% 170
2021
Q2 		$3.84M Buy
109,860
+96,590
+728% +$3.31M 0.07% 246
2021
Q1 		$440K Buy
+13,270
New +$454K 0.01% 552

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

Pinnacle Associates's BOTZ Position: Q2 2026 in Review

Pinnacle Associates increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.6% in Q2 2026, buying an estimated $226K and bringing the position to 231,758 shares worth $8.79M. The position accounts for 0.1% of the portfolio, ranked #200.

Pinnacle Associates first reported a position in BOTZ in Q1 2021 and has held it in 22 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Pinnacle Associates held 231,758 shares of Global X Robotics & Artificial Intelligence ETF worth $8.79M as of Q2 2026.
  • Pinnacle Associates bought 5,950 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $226K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.1% of Pinnacle Associates's portfolio in Q2 2026, its #200 holding.
  • Pinnacle Associates first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and has held it in 22 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.