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

Advocate 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 Q2	–	Sell	-8,567	Closed	-$285K	–	125
2026 Q1	$285K	Hold	8,567	–	–	0.04%	107
2025 Q4	$310K	Sell	8,567 -93	-1%	-$3.37K	0.05%	105
2025 Q3	$307K	Buy	+8,660	New	+$292K	0.05%	105

Other funds holding BOTZ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Advocate Group's BOTZ Position: Q2 2026 in Review

Advocate Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 8,567 shares — an estimated $285K sold.

Advocate Group first reported a position in BOTZ in Q3 2025 and held it in 3 quarters. The position peaked at $310K in Q4 2025. 185 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Advocate Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
Advocate Group sold 8,567 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $285K.
Advocate Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and held it in 3 quarters.
Advocate Group's Global X Robotics & Artificial Intelligence ETF position peaked at $310K in Q4 2025.
185 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.