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

Summit 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	$512K	Buy	15,417 +1,104	+8%	+$40.8K	0.01%	986
2025 Q4	$521K	Sell	14,313 -35,332	-71%	-$1.28M	0.01%	878
2025 Q3	$1.76M	Buy	49,645 +1,895	+4%	+$63.9K	0.03%	503
2025 Q2	$1.56M	Buy	+47,750	New	+$1.41M	0.04%	336
2024 Q4	–	Sell	-6,289	Closed	-$202K	–	639
2024 Q3	$202K	Buy	+6,289	New	+$193K	0.01%	527

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

Summit Financial's BOTZ Position: Q1 2026 in Review

Summit Financial increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 7.7% in Q1 2026, buying an estimated $40.8K and bringing the position to 15,417 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #986.

Summit Financial first reported a position in BOTZ in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.76M in Q3 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Summit Financial held 15,417 shares of Global X Robotics & Artificial Intelligence ETF worth $512K as of Q1 2026.
Summit Financial bought 1,104 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $40.8K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #986 holding.
Summit Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 5 quarters since.
Summit Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $1.76M in Q3 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.