Triumph Capital Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Triumph Capital Management’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	$273K	Buy	7,208 +281	+4%	+$10.7K	0.05%	317
2026 Q1	$230K	Sell	6,927 -1,100	-14%	-$40.6K	0.05%	313
2025 Q4	$291K	Buy	8,027 +2,100	+35%	+$76.1K	0.06%	255
2025 Q3	$210K	Buy	+5,927	New	+$200K	0.06%	300
2024 Q3	–	Sell	-10,699	Closed	-$331K	–	270
2024 Q2	$331K	Buy	10,699 +404	+4%	+$12.5K	0.13%	165
2024 Q1	$326K	Buy	10,295 +1,124	+12%	+$33.8K	0.13%	159
2023 Q4	$261K	Sell	9,171 -1,580	-15%	-$40.3K	0.11%	167
2023 Q3	$266K	Buy	10,751 +965	+10%	+$26K	0.12%	170
2023 Q2	$282K	Buy	9,786 +740	+8%	+$19.6K	0.13%	160
2023 Q1	$231K	Sell	9,046 -954	-10%	-$22.4K	0.12%	160
2022 Q4	$206K	Buy	+10,000	New	+$201K	0.11%	190
2022 Q1	–	Sell	-6,443	Closed	-$232K	–	205
2021 Q4	$232K	Buy	+6,443	New	+$237K	0.1%	181

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

Triumph Capital Management's BOTZ Position: Q2 2026 in Review

Triumph Capital Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 7,208 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #317.

Triumph Capital Management first reported a position in BOTZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $331K in Q2 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Triumph Capital Management held 7,208 shares of Global X Robotics & Artificial Intelligence ETF worth $273K as of Q2 2026.
Triumph Capital Management bought 281 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $10.7K.
Global X Robotics & Artificial Intelligence ETF made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #317 holding.
Triumph Capital Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and has held it in 12 quarters since.
Triumph Capital Management's Global X Robotics & Artificial Intelligence ETF position peaked at $331K in Q2 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.