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Winch Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Winch Advisory Services’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 		$187K Hold
4,930
– – 0.04% 113
2026
Q1 		$164K Buy
4,930
+21
+0.4% +$776 0.04% 110
2025
Q4 		$178K Hold
4,909
– – 0.04% 103
2025
Q3 		$174K Buy
4,909
+12
+0.2% +$405 0.04% 107
2025
Q2 		$160K Hold
4,897
– – 0.04% 103
2025
Q1 		$139K Sell
4,897
-146
-3% -$4.71K 0.04% 105
2024
Q4 		$161K Hold
5,043
– – 0.04% 97
2024
Q3 		$162K Buy
5,043
+206
+4% +$6.31K 0.04% 99
2024
Q2 		$149K Hold
4,837
– – 0.04% 97
2024
Q1 		$154K Buy
4,837
+1
+0% +$30 0.05% 95
2023
Q4 		$138K Hold
4,836
– – 0.05% 95
2023
Q3 		$120K Buy
4,836
+9
+0.2% +$243 0.04% 94
2023
Q2 		$139K Buy
4,827
+805
+20% +$21.4K 0.05% 88
2023
Q1 		$103K Hold
4,022
– – 0.04% 99
2022
Q4 		$83K Hold
4,022
– – 0.04% 104
2022
Q3 		$73K Buy
4,022
+6
+0.1% +$126 0.03% 97
2022
Q2 		$82K Sell
4,016
-242
-6% -$5.72K 0.03% 98
2022
Q1 		$124K Sell
4,258
-3
-0.1% -$89 0.04% 90
2021
Q4 		$153K Buy
4,261
+15
+0.4% +$553 0.05% 81
2021
Q3 		$155K Buy
4,246
+5
+0.1% +$179 0.05% 77
2021
Q2 		$148K Buy
4,241
+3,650
+618% +$125K 0.05% 75
2021
Q1 		$20K Buy
591
+232
+65% +$7.94K 0.01% 181
2020
Q4 		$12K Hold
359
– – 0.01% 209
2020
Q3 		$10K Buy
359
+1
+0.3% +$26 ﹤0.01% 207
2020
Q2 		$9K Hold
358
– – ﹤0.01% 203
2020
Q1 		$6K Hold
358
– – ﹤0.01% 205
2019
Q4 		$8K Hold
358
– – ﹤0.01% 222
2019
Q3 		$7K Buy
358
+3
+0.8% +$59 ﹤0.01% 220
2019
Q2 		$7K Buy
+355
New +$7.26K ﹤0.01% 229

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

Winch Advisory Services's BOTZ Position: Q2 2026 in Review

Winch Advisory Services held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 4,930 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #113.

Winch Advisory Services first reported a position in BOTZ in Q2 2019 and has held it in 29 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Winch Advisory Services held 4,930 shares of Global X Robotics & Artificial Intelligence ETF worth $187K as of Q2 2026.
  • Winch Advisory Services left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.04% of Winch Advisory Services's portfolio in Q2 2026, its #113 holding.
  • Winch Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2019 and has held it in 29 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.