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Twin Peaks Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Twin Peaks Wealth 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 		$60.2K Buy
+1,812
New +$66.9K 0.02% 394
2025
Q3 		– Sell
-5
Closed -$169 – 428
2025
Q2 		$169 Buy
+5
New +$148 ﹤0.01% 2053

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's BOTZ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026: 1,812 shares worth $60.2K. The stake represents 0.02% of the portfolio and ranks #394 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BOTZ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BOTZ in Q2 2025 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,812 shares of Global X Robotics & Artificial Intelligence ETF worth $60.2K as of Q1 2026.
  • Global X Robotics & Artificial Intelligence ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #394 holding.
  • Twin Peaks Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.