WWM
BOTZ icon

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
Q2 		$793K Buy
20,911
+149
+0.7% +$5.67K 0.03% 543
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 – 759
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Western Wealth Management's BOTZ Position: Q2 2026 in Review

Western Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.72% in Q2 2026, buying an estimated $5.67K and bringing the position to 20,911 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #543.

Western Wealth Management first reported a position in BOTZ in Q1 2021 and has held it in 18 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Western Wealth Management held 20,911 shares of Global X Robotics & Artificial Intelligence ETF worth $793K as of Q2 2026.
  • Western Wealth Management bought 149 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $5.67K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Western Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and has held it in 18 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.