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 Q2	$633K	Buy	16,668 +1,251	+8%	+$47.6K	0.01%	1010
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 $1.55T 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

Summit Financial's BOTZ Position: Q2 2026 in Review

Summit Financial increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 8.1% in Q2 2026, buying an estimated $47.6K and bringing the position to 16,668 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #1010.

Summit Financial first reported a position in BOTZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q3 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Summit Financial held 16,668 shares of Global X Robotics & Artificial Intelligence ETF worth $633K as of Q2 2026.
Summit Financial bought 1,251 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $47.6K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1010 holding.
Summit Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 6 quarters since.
Summit Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $1.76M in Q3 2025.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.