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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allen Capital Group's BOTZ Position: Q1 2026 in Review

Allen Capital Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 8.3% in Q1 2026, buying an estimated $55.8K and bringing the position to 19,629 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #165.

Allen Capital Group first reported a position in BOTZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $656K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Allen Capital Group held 19,629 shares of Global X Robotics & Artificial Intelligence ETF worth $652K as of Q1 2026.
Allen Capital Group bought 1,511 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $55.8K.
Global X Robotics & Artificial Intelligence ETF made up 0.06% of Allen Capital Group's portfolio in Q1 2026, its #165 holding.
Allen Capital Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 4 quarters since.
Allen Capital Group's Global X Robotics & Artificial Intelligence ETF position peaked at $656K in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.