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

Strategic Financial Concepts’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	$206K	Buy	+6,205	New	+$229K	0.05%	280
2025 Q4	–	Sell	-6,599	Closed	-$234K	–	139
2025 Q3	$234K	Buy	+6,599	New	+$223K	0.03%	237
2025 Q2	–	Sell	-32,227	Closed	-$917K	–	289
2025 Q1	$917K	Buy	+32,227	New	+$1.04M	0.17%	128
2024 Q3	–	Sell	-106,119	Closed	-$15.9K	–	303
2024 Q2	$15.9K	Buy	+106,119	New	+$3.27M	0.01%	365

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 $71.6B AUM 21.08% 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

Strategic Financial Concepts's BOTZ Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026: 6,205 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in BOTZ as recently as Q3 2025.

Strategic Financial Concepts first reported a position in BOTZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $917K in Q1 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Strategic Financial Concepts held 6,205 shares of Global X Robotics & Artificial Intelligence ETF worth $206K as of Q1 2026.
Global X Robotics & Artificial Intelligence ETF was a new Strategic Financial Concepts position in Q1 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.05% of Strategic Financial Concepts's portfolio in Q1 2026, its #280 holding.
Strategic Financial Concepts first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and has held it in 4 quarters since.
Strategic Financial Concepts's Global X Robotics & Artificial Intelligence ETF position peaked at $917K in Q1 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.