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

Albion Financial 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	-376	Closed	-$12.5K	–	667
2026 Q1	$12.5K	Hold	376	–	–	﹤0.01%	394
2025 Q4	$13.6K	Hold	376	–	–	﹤0.01%	376
2025 Q3	$13.3K	Hold	376	–	–	﹤0.01%	367
2025 Q2	$12.3K	Hold	376	–	–	﹤0.01%	346
2025 Q1	$10.7K	Hold	376	–	–	﹤0.01%	366
2024 Q4	$12K	Hold	376	–	–	﹤0.01%	382
2024 Q3	$12.1K	Hold	376	–	–	﹤0.01%	323
2024 Q2	$11.6K	Hold	376	–	–	﹤0.01%	323
2024 Q1	$12K	Hold	376	–	–	﹤0.01%	307
2023 Q4	$10.7K	Hold	376	–	–	﹤0.01%	305
2023 Q3	$9.29K	Hold	376	–	–	﹤0.01%	302
2023 Q2	$10.8K	Hold	376	–	–	﹤0.01%	308
2023 Q1	$9.59K	Hold	376	–	–	﹤0.01%	308
2022 Q4	$7.73K	Hold	376	–	–	﹤0.01%	322
2022 Q3	$7K	Hold	376	–	–	﹤0.01%	328
2022 Q2	$8K	Hold	376	–	–	﹤0.01%	327
2022 Q1	$11K	Hold	376	–	–	﹤0.01%	354
2021 Q4	$14K	Hold	376	–	–	﹤0.01%	383
2021 Q3	$14K	Hold	376	–	–	﹤0.01%	343
2021 Q2	$13K	Buy	+376	New	+$12.9K	﹤0.01%	357
2020 Q4	$12K	Buy	+376	New	+$11.5K	﹤0.01%	338

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

Albion Financial Group's BOTZ Position: Q2 2026 in Review

Albion Financial Group sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 376 shares — an estimated $12.5K sold.

Albion Financial Group first reported a position in BOTZ in Q4 2020 and held it in 21 quarters. The position peaked at $14K in Q4 2021. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Albion Financial Group reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 376 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $12.5K.
Albion Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 21 quarters.
Albion Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $14K in Q4 2021.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.