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Retirement Planning Group (Kansas)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Retirement Planning Group (Kansas)’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 		$554K Sell
16,677
-642
-4% -$23.7K 0.02% 281
2025
Q4 		$627K Sell
17,319
-1,290
-7% -$46.8K 0.02% 238
2025
Q3 		$659K Sell
18,609
-11,545
-38% -$389K 0.02% 229
2025
Q2 		$985K Sell
30,154
-17,076
-36% -$506K 0.04% 148
2025
Q1 		$1.34M Sell
47,230
-11,104
-19% -$358K 0.06% 106
2024
Q4 		$1.86M Sell
58,334
-88,512
-60% -$2.88M 0.09% 84
2024
Q3 		$4.72M Sell
146,846
-120,310
-45% -$3.68M 0.26% 48
2024
Q2 		$8.24M Buy
+267,156
New +$8.23M 0.52% 25

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 $79.5B AUM 27.1% 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

Retirement Planning Group (Kansas)'s BOTZ Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.7% in Q1 2026, selling an estimated $23.7K and leaving 16,677 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #281.

Retirement Planning Group (Kansas) first reported a position in BOTZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.24M in Q2 2024. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Retirement Planning Group (Kansas) held 16,677 shares of Global X Robotics & Artificial Intelligence ETF worth $554K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 642 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $23.7K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #281 holding.
  • Retirement Planning Group (Kansas) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and has held it in 8 quarters since.
  • Retirement Planning Group (Kansas)'s Global X Robotics & Artificial Intelligence ETF position peaked at $8.24M in Q2 2024.
  • 442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.