RWB
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RMR Wealth Builders’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

RMR Wealth Builders’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 		$239K Sell
6,303
-100
-2% -$3.81K 0.01% 281
2026
Q1 		$213K Buy
6,403
+14
+0.2% +$517 0.02% 263
2025
Q4 		$231K Hold
6,389
– – 0.02% 258
2025
Q3 		$226K Sell
6,389
-1,209
-16% -$40.8K 0.02% 260
2025
Q2 		$248K Buy
+7,598
New +$225K 0.02% 251
2025
Q1 		– Sell
-6,835
Closed -$218K – 262
2024
Q4 		$218K Sell
6,835
-165
-2% -$5.38K 0.02% 245
2024
Q3 		$225K Sell
7,000
-486
-6% -$14.9K 0.02% 241
2024
Q2 		$231K Buy
7,486
+767
+11% +$23.6K 0.03% 228
2024
Q1 		$214K Buy
+6,719
New +$202K 0.03% 249
2023
Q4 		– Sell
-26,066
Closed -$644K – 236
2023
Q3 		$644K Buy
26,066
+2,568
+11% +$69.3K 0.1% 106
2023
Q2 		$677K Buy
+23,498
New +$623K 0.12% 91
2021
Q2 		– Sell
-1,916
Closed -$63K – 243
2021
Q1 		$63K Buy
1,916
+632
+49% +$21.6K 0.02% 333
2020
Q4 		$43K Buy
+1,284
New +$39.3K 0.02% 271
2020
Q3 		– Sell
-548
Closed -$13K – 256
2020
Q2 		$13K Buy
+548
New +$11.7K 0.01% 332
2019
Q4 		$12K Buy
+548
New +$11.6K 0.01% 335

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RMR Wealth Builders's BOTZ Position: Q2 2026 in Review

RMR Wealth Builders reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.6% in Q2 2026, selling an estimated $3.81K and leaving 6,303 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #281.

RMR Wealth Builders first reported a position in BOTZ in Q4 2019 and has held it in 15 quarters since. The position peaked at $677K in Q2 2023. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • RMR Wealth Builders held 6,303 shares of Global X Robotics & Artificial Intelligence ETF worth $239K as of Q2 2026.
  • RMR Wealth Builders sold 100 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $3.81K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #281 holding.
  • RMR Wealth Builders first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and has held it in 15 quarters since.
  • RMR Wealth Builders's Global X Robotics & Artificial Intelligence ETF position peaked at $677K in Q2 2023.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.