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Pinnacle Wealth Management Advisory Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$4.48M Buy
134,781
+13,587
+11% +$502K 0.31% 76
2025
Q4 		$4.39M Buy
121,194
+12,664
+12% +$459K 0.3% 74
2025
Q3 		$3.85M Buy
108,530
+7,312
+7% +$247K 0.29% 73
2025
Q2 		$3.3M Buy
101,218
+24,291
+32% +$720K 0.27% 75
2025
Q1 		$2.19M Buy
76,927
+14,133
+23% +$456K 0.2% 92
2024
Q4 		$2.01M Buy
62,794
+5,277
+9% +$172K 0.19% 91
2024
Q3 		$1.85M Buy
57,517
+2,972
+5% +$91K 0.18% 96
2024
Q2 		$1.68M Buy
54,545
+7,531
+16% +$232K 0.17% 96
2024
Q1 		$1.5M Buy
47,014
+4,517
+11% +$136K 0.16% 99
2023
Q4 		$1.21M Buy
42,497
+283
+0.7% +$7.22K 0.14% 106
2023
Q3 		$1.04M Buy
42,214
+6,028
+17% +$163K 0.14% 111
2023
Q2 		$1.04M Buy
36,186
+1,811
+5% +$48K 0.13% 114
2023
Q1 		$877K Buy
34,375
+7,769
+29% +$183K 0.12% 126
2022
Q4 		$547K Buy
26,606
+1,320
+5% +$26.6K 0.08% 168
2022
Q3 		$457K Buy
25,286
+3,906
+18% +$82.3K 0.08% 172
2022
Q2 		$434K Sell
21,380
-48,965
-70% -$1.16M 0.07% 180
2022
Q1 		$2.04M Buy
70,345
+875
+1% +$26.1K 0.29% 81
2021
Q4 		$2.5M Buy
69,470
+6,128
+10% +$226K 0.41% 61
2021
Q3 		$2.32M Buy
63,342
+34,847
+122% +$1.25M 0.54% 49
2021
Q2 		$996K Buy
+28,495
New +$977K 0.23% 95

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's BOTZ Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 11% in Q1 2026, buying an estimated $502K and bringing the position to 134,781 shares worth $4.48M. The position accounts for 0.31% of the portfolio, ranked #76.

Pinnacle Wealth Management Advisory Group first reported a position in BOTZ in Q2 2021 and has held it in 20 quarters since. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 134,781 shares of Global X Robotics & Artificial Intelligence ETF worth $4.48M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 13,587 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $502K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.31% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and has held it in 20 quarters since.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.