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

Tidemark’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	$5.05K	Hold	133	–	–	﹤0.01%	597
2026 Q1	$4.42K	Hold	133	–	–	﹤0.01%	570
2025 Q4	$4.82K	Hold	133	–	–	﹤0.01%	505
2025 Q3	$4.71K	Hold	133	–	–	﹤0.01%	533
2025 Q2	$4.34K	Sell	133 -9	-6%	-$267	﹤0.01%	542
2025 Q1	$4.04K	Buy	142 +4	+3%	+$129	﹤0.01%	553
2024 Q4	$4.41K	Buy	138 +9	+7%	+$293	﹤0.01%	524
2024 Q3	$4.15K	Hold	129	–	–	﹤0.01%	506
2024 Q2	$3.98K	Sell	129 -110	-46%	-$3.39K	﹤0.01%	485
2024 Q1	$7.6K	Buy	239 +33	+16%	+$993	﹤0.01%	471
2023 Q4	$5.87K	Buy	+206	New	+$5.26K	﹤0.01%	485

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

Tidemark's BOTZ Position: Q2 2026 in Review

Tidemark held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 133 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Tidemark first reported a position in BOTZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.6K in Q1 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Tidemark held 133 shares of Global X Robotics & Artificial Intelligence ETF worth $5.05K as of Q2 2026.
Tidemark left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #597 holding.
Tidemark first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Global X Robotics & Artificial Intelligence ETF position peaked at $7.6K in Q1 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.