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

TPG Financial Advisors’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	$7.26M	Sell	218,473 -10,328	-5%	-$382K	2.36%	16
2025 Q4	$8.29M	Buy	228,801 +16,471	+8%	+$597K	2.77%	14
2025 Q3	$7.52M	Buy	212,330 +147	+0.1%	+$4.96K	2.8%	16
2025 Q2	$6.93M	Buy	212,183 +199,844	+1,620%	+$5.92M	2.77%	16
2025 Q1	$351K	Buy	+12,339	New	+$398K	0.16%	50

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

TPG Financial Advisors's BOTZ Position: Q1 2026 in Review

TPG Financial Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.5% in Q1 2026, selling an estimated $382K and leaving 218,473 shares worth $7.26M. The position accounts for 2.36% of the portfolio, ranked #16.

TPG Financial Advisors first reported a position in BOTZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.29M in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

TPG Financial Advisors held 218,473 shares of Global X Robotics & Artificial Intelligence ETF worth $7.26M as of Q1 2026.
TPG Financial Advisors sold 10,328 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $382K.
Global X Robotics & Artificial Intelligence ETF made up 2.36% of TPG Financial Advisors's portfolio in Q1 2026, its #16 holding.
TPG Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2025 and has held it in 5 quarters since.
TPG Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $8.29M in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.