Strategic Wealth Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Strategic Wealth Partners’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	-50	Closed	-$1.81K	–	1487
2025 Q4	$1.81K	Buy	+50	New	+$1.81K	﹤0.01%	1218
2025 Q3	–	Sell	-450	Closed	-$14.7K	–	1326
2025 Q2	$14.7K	Buy	+450	New	+$13.3K	﹤0.01%	718
2019 Q4	–	Sell	-338	Closed	-$6	–	176
2019 Q3	$6	Buy	+338	New	+$6.61K	﹤0.01%	617
2018 Q3	–	Sell	-500	Closed	-$11K	–	644
2018 Q2	$11K	Hold	500	–	–	0.01%	501
2018 Q1	$12K	Buy	+500	New	+$12.6K	0.01%	461

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 Wealth Partners's BOTZ Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 50 shares — an estimated $1.81K sold.

Strategic Wealth Partners first reported a position in BOTZ in Q1 2018 and held it in 5 quarters. The position peaked at $14.7K in Q2 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Strategic Wealth Partners reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 50 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $1.81K.
Strategic Wealth Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and held it in 5 quarters.
Strategic Wealth Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $14.7K in Q2 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.