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Sound Financial Strategies Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sound Financial Strategies Group’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
-611
Closed -$22.1K – 114
2025
Q4 		$22.1K Buy
611
+73
+14% +$2.65K 0.02% 107
2025
Q3 		$19.1K Buy
538
+16
+3% +$540 0.01% 105
2025
Q2 		$17K Buy
522
+16
+3% +$474 0.01% 93
2025
Q1 		$14.4K Buy
+506
New +$16.3K 0.01% 95

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 $71.6B AUM 21.08% 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

Sound Financial Strategies Group's BOTZ Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 611 shares — an estimated $22.1K sold.

Sound Financial Strategies Group first reported a position in BOTZ in Q1 2025 and held it in 4 quarters. The position peaked at $22.1K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 611 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $22.1K.
  • Sound Financial Strategies Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2025 and held it in 4 quarters.
  • Sound Financial Strategies Group's Global X Robotics & Artificial Intelligence ETF position peaked at $22.1K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.