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

Team Financial Group’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 		– Sell
-1,739
Closed -$57.8K – 79
2026
Q1 		$57.8K Buy
1,739
+7
+0.4% +$259 0.03% 104
2025
Q4 		$62.7K Hold
1,732
– – 0.03% 91
2025
Q3 		$61.4K Buy
1,732
+5
+0.3% +$169 0.03% 88
2025
Q2 		$56.4K Buy
+1,727
New +$51.2K 0.03% 83

Other funds holding BOTZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Team Financial Group's BOTZ Position: Q2 2026 in Review

Team Financial Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 1,739 shares — an estimated $57.8K sold.

Team Financial Group first reported a position in BOTZ in Q2 2025 and held it in 4 quarters. The position peaked at $62.7K in Q4 2025. 121 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Team Financial Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 1,739 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $57.8K.
  • Team Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $62.7K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.