Advyzon Investment Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Advyzon Investment 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	–	Sell	-7,349	Closed	-$244K	–	762
2026 Q1	$244K	Sell	7,349 -9,872	-57%	-$365K	0.02%	603
2025 Q4	$624K	Sell	17,221 -10,797	-39%	-$391K	0.07%	264
2025 Q3	$993K	Buy	28,018 +5,561	+25%	+$188K	0.17%	130
2025 Q2	$733K	Buy	22,457 +1,836	+9%	+$54.4K	0.16%	126
2025 Q1	$587K	Buy	20,621 +13,701	+198%	+$442K	0.21%	94
2024 Q4	$221K	Buy	+6,920	New	+$226K	0.09%	209

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advyzon Investment Management's BOTZ Position: Q2 2026 in Review

Advyzon Investment Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 7,349 shares — an estimated $244K sold.

Advyzon Investment Management first reported a position in BOTZ in Q4 2024 and held it in 6 quarters. The position peaked at $993K in Q3 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Advyzon Investment Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
Advyzon Investment Management sold 7,349 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $244K.
Advyzon Investment Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and held it in 6 quarters.
Advyzon Investment Management's Global X Robotics & Artificial Intelligence ETF position peaked at $993K in Q3 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

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