Retirement Planning Company of New England’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Retirement Planning Company of New England’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	$202K	Buy	+5,322	New	+$203K	0.07%	255
2022 Q1	–	Sell	-6,101	Closed	-$219K	–	296
2021 Q4	$219K	Buy	+6,101	New	+$225K	0.11%	201

Other funds holding BOTZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Retirement Planning Company of New England's BOTZ Position: Q2 2026 in Review

Retirement Planning Company of New England opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026: 5,322 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #255 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in BOTZ as recently as Q4 2021.

Retirement Planning Company of New England first reported a position in BOTZ in Q4 2021 and has held it in 2 quarters since. The position peaked at $219K in Q4 2021. 338 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Retirement Planning Company of New England held 5,322 shares of Global X Robotics & Artificial Intelligence ETF worth $202K as of Q2 2026.
Global X Robotics & Artificial Intelligence ETF was a new Retirement Planning Company of New England position in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.07% of Retirement Planning Company of New England's portfolio in Q2 2026, its #255 holding.
Retirement Planning Company of New England first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and has held it in 2 quarters since.
Retirement Planning Company of New England's Global X Robotics & Artificial Intelligence ETF position peaked at $219K in Q4 2021.
338 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.