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 Q2	–	Sell	-218,473	Closed	-$7.26M	–	83
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 $1.55T 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

TPG Financial Advisors's BOTZ Position: Q2 2026 in Review

TPG Financial Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 218,473 shares — an estimated $7.26M sold.

TPG Financial Advisors first reported a position in BOTZ in Q1 2025 and held it in 5 quarters. The position peaked at $8.29M in Q4 2025. 461 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

TPG Financial Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
TPG Financial Advisors sold 218,473 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $7.26M.
TPG Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2025 and held it in 5 quarters.
TPG Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $8.29M in Q4 2025.
461 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.