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 Q2	$619K	Sell	16,326 -351	-2%	-$13.4K	0.02%	286
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 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

Retirement Planning Group (Kansas)'s BOTZ Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.1% in Q2 2026, selling an estimated $13.4K and leaving 16,326 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #286.

Retirement Planning Group (Kansas) first reported a position in BOTZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.24M in Q2 2024. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Retirement Planning Group (Kansas) held 16,326 shares of Global X Robotics & Artificial Intelligence ETF worth $619K as of Q2 2026.
Retirement Planning Group (Kansas) sold 351 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $13.4K.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #286 holding.
Retirement Planning Group (Kansas) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s Global X Robotics & Artificial Intelligence ETF position peaked at $8.24M in Q2 2024.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.