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Advantage Trust Company’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Advantage Trust Company’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 		$394K Hold
10,376
– – 0.14% 45
2026
Q1 		$345K Buy
10,376
+300
+3% +$11.1K 0.15% 30
2025
Q4 		$365K Buy
10,076
+888
+10% +$32.2K 0.16% 29
2025
Q3 		$326K Hold
9,188
– – 0.15% 45
2025
Q2 		$300K Hold
9,188
– – 0.15% 53
2025
Q1 		$261K Hold
9,188
– – 0.16% 38
2024
Q4 		$294K Buy
9,188
+935
+11% +$30.5K 0.17% 36
2024
Q3 		$265K Buy
8,253
+930
+13% +$28.5K 0.18% 36
2024
Q2 		$226K Buy
7,323
+4,643
+173% +$143K 0.16% 41
2024
Q1 		$85.3K Hold
2,680
– – 0.06% 79
2023
Q4 		$76.4K Buy
+2,680
New +$68.4K 0.06% 88

Other funds holding BOTZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Advantage Trust Company's BOTZ Position: Q2 2026 in Review

Advantage Trust Company held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 10,376 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #45.

Advantage Trust Company first reported a position in BOTZ in Q4 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Advantage Trust Company held 10,376 shares of Global X Robotics & Artificial Intelligence ETF worth $394K as of Q2 2026.
  • Advantage Trust Company left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.14% of Advantage Trust Company's portfolio in Q2 2026, its #45 holding.
  • Advantage Trust Company first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 11 quarters since.
  • 121 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.