Stifel Financial
BOTZ icon

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

Stifel Financial’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 		$6.44M Sell
193,962
-44,161
-19% -$1.63M 0.01% 1198
2025
Q4 		$8.63M Buy
238,123
+9,820
+4% +$356K 0.01% 1030
2025
Q3 		$8.09M Buy
228,303
+25,559
+13% +$862K 0.01% 1040
2025
Q2 		$6.62M Buy
202,744
+22,383
+12% +$663K 0.01% 1101
2025
Q1 		$5.13M Buy
180,361
+8,729
+5% +$282K 0.01% 1181
2024
Q4 		$5.48M Buy
171,632
+29,977
+21% +$977K 0.01% 1159
2024
Q3 		$4.55M Sell
141,655
-8,240
-5% -$252K ﹤0.01% 1260
2024
Q2 		$4.62M Buy
149,895
+41,377
+38% +$1.28M 0.01% 1185
2024
Q1 		$3.45M Buy
108,518
+40,070
+59% +$1.21M ﹤0.01% 1359
2023
Q4 		$1.95M Buy
68,448
+7,641
+13% +$195K ﹤0.01% 1685
2023
Q3 		$1.5M Sell
60,807
-2,815
-4% -$76K ﹤0.01% 1777
2023
Q2 		$1.83M Buy
63,622
+31,044
+95% +$824K ﹤0.01% 1687
2023
Q1 		$831K Sell
32,578
-46,978
-59% -$1.11M ﹤0.01% 2181
2022
Q4 		$1.63M Sell
79,556
-5,914
-7% -$119K ﹤0.01% 1670
2022
Q3 		$1.54M Buy
85,470
+1,150
+1% +$24.2K ﹤0.01% 1643
2022
Q2 		$1.71M Buy
84,320
+22,718
+37% +$537K ﹤0.01% 1599
2022
Q1 		$1.79M Buy
61,602
+27,999
+83% +$834K ﹤0.01% 1696
2021
Q4 		$1.21M Buy
33,603
+4,437
+15% +$163K ﹤0.01% 1977
2021
Q3 		$1.07M Buy
29,166
+2,466
+9% +$88.5K ﹤0.01% 2051
2021
Q2 		$933K Buy
26,700
+7,108
+36% +$244K ﹤0.01% 2158
2021
Q1 		$649K Sell
19,592
-4,320
-18% -$148K ﹤0.01% 2315
2020
Q4 		$793K Buy
23,912
+11,572
+94% +$354K ﹤0.01% 2019
2020
Q3 		$344K Buy
12,340
+1,442
+13% +$38K ﹤0.01% 2309
2020
Q2 		$260K Buy
+10,898
New +$234K ﹤0.01% 2440
2020
Q1 		– Sell
-58,740
Closed -$1.28M – 2837
2019
Q4 		$1.28M Sell
58,740
-4,148
-7% -$87.6K ﹤0.01% 1652
2019
Q3 		$1.26M Sell
62,888
-1,197
-2% -$23.4K ﹤0.01% 1604
2019
Q2 		$1.33M Sell
64,085
-7,338
-10% -$150K ﹤0.01% 1621
2019
Q1 		$1.44M Buy
71,423
+11,212
+19% +$212K ﹤0.01% 1434
2018
Q4 		$1M Sell
60,211
-113,685
-65% -$2.21M ﹤0.01% 1530
2018
Q3 		$3.97M Buy
173,896
+563
+0.3% +$12.6K 0.01% 930
2018
Q2 		$3.81M Sell
173,333
-14,087
-8% -$329K 0.01% 917
2018
Q1 		$4.53M Buy
187,420
+111,239
+146% +$2.8M 0.01% 828
2017
Q4 		$1.81M Buy
76,181
+58,708
+336% +$1.38M 0.01% 1199
2017
Q3 		$382K Buy
+17,473
New +$353K ﹤0.01% 2045

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

Stifel Financial's BOTZ Position: Q1 2026 in Review

Stifel Financial reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 19% in Q1 2026, selling an estimated $1.63M and leaving 193,962 shares worth $6.44M. The position accounts for 0.01% of the portfolio, ranked #1198.

Stifel Financial first reported a position in BOTZ in Q3 2017 and has held it in 34 quarters since. The position peaked at $8.63M in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Stifel Financial held 193,962 shares of Global X Robotics & Artificial Intelligence ETF worth $6.44M as of Q1 2026.
  • Stifel Financial sold 44,161 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $1.63M.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1198 holding.
  • Stifel Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and has held it in 34 quarters since.
  • Stifel Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $8.63M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.