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

Allen Capital 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 		$792K Buy
20,881
+1,252
+6% +$47.6K 0.06% 162
2026
Q1 		$652K Buy
19,629
+1,511
+8% +$55.8K 0.06% 165
2025
Q4 		$656K Buy
18,118
+82
+0.5% +$2.97K 0.06% 167
2025
Q3 		$639K Hold
18,036
– – 0.06% 167
2025
Q2 		$589K Buy
+18,036
New +$534K 0.06% 166

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allen Capital Group's BOTZ Position: Q2 2026 in Review

Allen Capital Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 6.4% in Q2 2026, buying an estimated $47.6K and bringing the position to 20,881 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #162.

Allen Capital Group first reported a position in BOTZ in Q2 2025 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Allen Capital Group held 20,881 shares of Global X Robotics & Artificial Intelligence ETF worth $792K as of Q2 2026.
  • Allen Capital Group bought 1,252 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $47.6K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.06% of Allen Capital Group's portfolio in Q2 2026, its #162 holding.
  • Allen Capital Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 5 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.