Root Financial Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Root Financial Partners’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	–	Sell	-852	Closed	-$28.3K	–	790
2026 Q1	$28.3K	Hold	852	–	–	﹤0.01%	1148
2025 Q4	$30.9K	Buy	852 +82	+11%	+$2.97K	﹤0.01%	928
2025 Q3	$27.3K	Buy	+770	New	+$26K	﹤0.01%	952

Other funds holding BOTZ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Root Financial Partners's BOTZ Position: Q2 2026 in Review

Root Financial Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 852 shares — an estimated $28.3K sold.

Root Financial Partners first reported a position in BOTZ in Q3 2025 and held it in 3 quarters. The position peaked at $30.9K in Q4 2025. 170 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Root Financial Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 852 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $28.3K.
Root Financial Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $30.9K in Q4 2025.
170 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.