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 Q2	$5.28M	Buy	139,260 +4,479	+3%	+$170K	0.31%	69
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 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

Pinnacle Wealth Management Advisory Group's BOTZ Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.3% in Q2 2026, buying an estimated $170K and bringing the position to 139,260 shares worth $5.28M. The position accounts for 0.31% of the portfolio, ranked #69.

Pinnacle Wealth Management Advisory Group first reported a position in BOTZ in Q2 2021 and has held it in 21 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 139,260 shares of Global X Robotics & Artificial Intelligence ETF worth $5.28M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 4,479 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $170K.
Global X Robotics & Artificial Intelligence ETF made up 0.31% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #69 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 21 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.