Stone House Investment Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Stone House Investment Management’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	-414	Closed	-$15K	–	1083
2025 Q4	$15K	Hold	414	–	–	﹤0.01%	278
2025 Q3	$14.7K	Hold	414	–	–	﹤0.01%	252
2025 Q2	$13.5K	Hold	414	–	–	﹤0.01%	238
2025 Q1	$11.8K	Buy	+414	New	+$13.4K	﹤0.01%	239
2024 Q4	–	Sell	-414	Closed	-$13.3K	–	86
2024 Q3	$13.3K	Hold	414	–	–	﹤0.01%	205
2024 Q2	$12.8K	Hold	414	–	–	﹤0.01%	206
2024 Q1	$13.2K	Hold	414	–	–	﹤0.01%	213
2023 Q4	$11.8K	Hold	414	–	–	﹤0.01%	153
2023 Q3	$10.2K	Buy	414 +1	+0.2%	+$27	﹤0.01%	163
2023 Q2	$11.9K	Hold	413	–	–	﹤0.01%	148
2023 Q1	$10.5K	Buy	+413	New	+$9.72K	﹤0.01%	158

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stone House Investment Management's BOTZ Position: Q1 2026 in Review

Stone House Investment Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 414 shares — an estimated $15K sold.

Stone House Investment Management first reported a position in BOTZ in Q1 2023 and held it in 11 quarters. The position peaked at $15K in Q4 2025. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Stone House Investment Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
Stone House Investment Management sold 414 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $15K.
Stone House Investment Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and held it in 11 quarters.
Stone House Investment Management's Global X Robotics & Artificial Intelligence ETF position peaked at $15K in Q4 2025.
442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.