SI
BOTZ icon

Stephens Inc’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Stephens Inc’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 		$319K Sell
8,402
-1,411
-14% -$53.7K ﹤0.01% 1047
2026
Q1 		$326K Sell
9,813
-7,423
-43% -$274K ﹤0.01% 1004
2025
Q4 		$624K Buy
17,236
+713
+4% +$25.9K 0.01% 771
2025
Q3 		$585K Buy
16,523
+8,234
+99% +$278K 0.01% 796
2025
Q2 		$271K Buy
8,289
+627
+8% +$18.6K ﹤0.01% 1061
2025
Q1 		$218K Sell
7,662
-370
-5% -$11.9K ﹤0.01% 1114
2024
Q4 		$257K Buy
8,032
+965
+14% +$31.5K ﹤0.01% 1081
2024
Q3 		$227K Sell
7,067
-647
-8% -$19.8K ﹤0.01% 1146
2024
Q2 		$238K Buy
7,714
+283
+4% +$8.72K ﹤0.01% 1093
2024
Q1 		$236K Buy
+7,431
New +$224K ﹤0.01% 1095
2022
Q4 		– Sell
-10,353
Closed -$187K – 1177
2022
Q3 		$187K Sell
10,353
-940
-8% -$19.8K ﹤0.01% 1039
2022
Q2 		$229K Sell
11,293
-920
-8% -$21.7K ﹤0.01% 1025
2022
Q1 		$354K Sell
12,213
-370
-3% -$11K 0.01% 951
2021
Q4 		$452K Buy
12,583
+865
+7% +$31.9K 0.01% 883
2021
Q3 		$429K Buy
11,718
+1,053
+10% +$37.8K 0.01% 927
2021
Q2 		$373K Hold
10,665
– – 0.01% 966
2021
Q1 		$353K Buy
10,665
+169
+2% +$5.78K 0.01% 945
2020
Q4 		$348K Hold
10,496
– – 0.01% 881
2020
Q3 		$293K Buy
10,496
+1,840
+21% +$48.5K 0.01% 878
2020
Q2 		$207K Buy
+8,656
New +$186K ﹤0.01% 965
2020
Q1 		– Sell
-10,263
Closed -$224K – 1120
2019
Q4 		$224K Sell
10,263
-300
-3% -$6.33K ﹤0.01% 977
2019
Q3 		$211K Sell
10,563
-900
-8% -$17.6K ﹤0.01% 1038
2019
Q2 		$238K Sell
11,463
-209
-2% -$4.27K 0.01% 1011
2019
Q1 		$234K Hold
11,672
– – 0.01% 1004
2018
Q4 		$195K Sell
11,672
-1,530
-12% -$29.7K 0.01% 988
2018
Q3 		$302K Sell
13,202
-5,352
-29% -$120K 0.01% 925
2018
Q2 		$408K Buy
+18,554
New +$433K 0.01% 651

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

Stephens Inc's BOTZ Position: Q2 2026 in Review

Stephens Inc reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 14% in Q2 2026, selling an estimated $53.7K and leaving 8,402 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Stephens Inc first reported a position in BOTZ in Q2 2018 and has held it in 27 quarters since. The position peaked at $624K in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Stephens Inc held 8,402 shares of Global X Robotics & Artificial Intelligence ETF worth $319K as of Q2 2026.
  • Stephens Inc sold 1,411 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $53.7K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1047 holding.
  • Stephens Inc first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and has held it in 27 quarters since.
  • Stephens Inc's Global X Robotics & Artificial Intelligence ETF position peaked at $624K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.