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Western Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Western Wealth 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
Q1 		$690K Buy
20,762
+8,921
+75% +$330K 0.03% 553
2025
Q4 		$429K Buy
11,841
+4,642
+64% +$168K 0.02% 559
2025
Q3 		$255K Buy
7,199
+445
+7% +$15K 0.01% 651
2025
Q2 		$221K Buy
+6,754
New +$200K 0.01% 658
2024
Q4 		– Sell
-11,614
Closed -$373K – 667
2024
Q3 		$373K Buy
11,614
+602
+5% +$18.4K 0.02% 531
2024
Q2 		$340K Buy
11,012
+550
+5% +$17K 0.03% 456
2024
Q1 		$333K Buy
10,462
+325
+3% +$9.78K 0.03% 476
2023
Q4 		$289K Sell
10,137
-10,138
-50% -$259K 0.02% 556
2023
Q3 		$501K Sell
20,275
-2,570
-11% -$69.3K 0.04% 386
2023
Q2 		$657K Buy
22,845
+13,531
+145% +$359K 0.06% 317
2023
Q1 		$237K Buy
+9,314
New +$219K 0.02% 563
2022
Q4 		– Sell
-22,528
Closed -$408K – 626
2022
Q3 		$408K Buy
22,528
+11,902
+112% +$251K 0.02% 554
2022
Q2 		$214K Sell
10,626
-1,182
-10% -$27.9K 0.01% 717
2022
Q1 		$342K Buy
11,808
+4,830
+69% +$144K 0.02% 631
2021
Q4 		$250K Buy
+6,978
New +$257K 0.02% 517
2021
Q2 		$336K Sell
9,681
-3,763
-28% -$129K 0.03% 460
2021
Q1 		$446K Buy
+13,444
New +$460K 0.06% 307

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

Western Wealth Management's BOTZ Position: Q1 2026 in Review

Western Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 75% in Q1 2026, buying an estimated $330K and bringing the position to 20,762 shares worth $690K. The position accounts for 0.03% of the portfolio, ranked #553.

Western Wealth Management first reported a position in BOTZ in Q1 2021 and has held it in 17 quarters since. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Western Wealth Management held 20,762 shares of Global X Robotics & Artificial Intelligence ETF worth $690K as of Q1 2026.
  • Western Wealth Management bought 8,921 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $330K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #553 holding.
  • Western Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and has held it in 17 quarters since.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.