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Accordant Advisory Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Accordant Advisory Group’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 		$997 Sell
30
-619
-95% -$22.9K ﹤0.01% 212
2025
Q4 		$23.5K Buy
649
+469
+261% +$17K 0.02% 110
2025
Q3 		$6.38K Buy
+180
New +$6.07K ﹤0.01% 142

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

Accordant Advisory Group's BOTZ Position: Q1 2026 in Review

Accordant Advisory Group reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 95% in Q1 2026, selling an estimated $22.9K and leaving 30 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Accordant Advisory Group first reported a position in BOTZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.5K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Accordant Advisory Group held 30 shares of Global X Robotics & Artificial Intelligence ETF worth $997 as of Q1 2026.
  • Accordant Advisory Group sold 619 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $22.9K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #212 holding.
  • Accordant Advisory Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and has held it in 3 quarters since.
  • Accordant Advisory Group's Global X Robotics & Artificial Intelligence ETF position peaked at $23.5K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.