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 Q2	$266K	Buy	7,010 +805	+13%	+$30.6K	0.08%	195
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Strategic Financial Concepts's BOTZ Position: Q2 2026 in Review

Strategic Financial Concepts increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 13% in Q2 2026, buying an estimated $30.6K and bringing the position to 7,010 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #195.

Strategic Financial Concepts first reported a position in BOTZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $917K in Q1 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Strategic Financial Concepts held 7,010 shares of Global X Robotics & Artificial Intelligence ETF worth $266K as of Q2 2026.
Strategic Financial Concepts bought 805 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $30.6K.
Global X Robotics & Artificial Intelligence ETF made up 0.08% of Strategic Financial Concepts's portfolio in Q2 2026, its #195 holding.
Strategic Financial Concepts first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and has held it in 5 quarters since.
Strategic Financial Concepts's Global X Robotics & Artificial Intelligence ETF position peaked at $917K in Q1 2025.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.