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

Sun Group 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 Q2	$465K	Sell	12,268 -341	-3%	-$13K	0.32%	50
2026 Q1	$419K	Sell	12,609 -778	-6%	-$28.7K	0.33%	46
2025 Q4	$485K	Buy	+13,387	New	+$485K	0.39%	37

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

Sun Group Wealth Partners's BOTZ Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.7% in Q2 2026, selling an estimated $13K and leaving 12,268 shares worth $465K. The position accounts for 0.32% of the portfolio, ranked #50.

Sun Group Wealth Partners first reported a position in BOTZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $485K in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Sun Group Wealth Partners held 12,268 shares of Global X Robotics & Artificial Intelligence ETF worth $465K as of Q2 2026.
Sun Group Wealth Partners sold 341 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $13K.
Global X Robotics & Artificial Intelligence ETF made up 0.32% of Sun Group Wealth Partners's portfolio in Q2 2026, its #50 holding.
Sun Group Wealth Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and has held it in 3 quarters since.
Sun Group Wealth Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $485K in Q4 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.