SHJ
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Sharkey, Howes & Javer’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sharkey, Howes & Javer’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 		– Sell
-7,546
Closed -$273K – 158
2025
Q4 		$273K Buy
+7,546
New +$274K 0.03% 139
2025
Q3 		– Sell
-15,155
Closed -$495K – 161
2025
Q2 		$495K Buy
+15,155
New +$449K 0.07% 112

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sharkey, Howes & Javer's BOTZ Position: Q1 2026 in Review

Sharkey, Howes & Javer sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 7,546 shares — an estimated $273K sold.

Sharkey, Howes & Javer first reported a position in BOTZ in Q2 2025 and held it in 2 quarters. The position peaked at $495K in Q2 2025. 444 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Sharkey, Howes & Javer reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 7,546 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $273K.
  • Sharkey, Howes & Javer first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Global X Robotics & Artificial Intelligence ETF position peaked at $495K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2026, filed 8 Apr 2026.