Private Trust Company’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Private Trust Company’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	$65.3K	Buy	1,721 +1,250	+265%	+$47.6K	0.01%	1250
2026 Q1	$18.2K	Buy	471 +1	+0.2%	+$37	﹤0.01%	1736
2025 Q4	$17K	Hold	470	–	–	﹤0.01%	1739
2025 Q3	$16.7K	Hold	470	–	–	﹤0.01%	1720
2025 Q2	$15.3K	Hold	470	–	–	﹤0.01%	1676
2025 Q1	$13.4K	Hold	470	–	–	﹤0.01%	1704
2024 Q4	$15K	Hold	470	–	–	﹤0.01%	1590
2024 Q3	$15.1K	Hold	470	–	–	﹤0.01%	1578
2024 Q2	$14.5K	Hold	470	–	–	﹤0.01%	1561
2024 Q1	$15K	Buy	470 +175	+59%	+$5.27K	﹤0.01%	1529
2023 Q4	$8.41K	Sell	295 -1,135	-79%	-$29K	﹤0.01%	1715
2023 Q3	$35.4K	Buy	1,430 +249	+21%	+$6.72K	﹤0.01%	1139
2023 Q2	$33.9K	Buy	1,181 +886	+300%	+$23.5K	﹤0.01%	1165
2023 Q1	$7.52K	Hold	295	–	–	﹤0.01%	1697
2022 Q4	$6K	Hold	295	–	–	﹤0.01%	1720
2022 Q3	$5K	Hold	295	–	–	﹤0.01%	1648
2022 Q2	$6K	Buy	+295	New	+$6.97K	﹤0.01%	1669

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

Private Trust Company's BOTZ Position: Q2 2026 in Review

Private Trust Company increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 265% in Q2 2026, buying an estimated $47.6K and bringing the position to 1,721 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #1250.

Private Trust Company first reported a position in BOTZ in Q2 2022 and has held it in 17 quarters since. 459 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Private Trust Company held 1,721 shares of Global X Robotics & Artificial Intelligence ETF worth $65.3K as of Q2 2026.
Private Trust Company bought 1,250 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $47.6K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1250 holding.
Private Trust Company first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2022 and has held it in 17 quarters since.
459 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.