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

Allworth Financial’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 		$162K Buy
4,258
+400
+10% +$15.2K ﹤0.01% 1629
2026
Q1 		$128K Buy
3,858
+11
+0.3% +$406 ﹤0.01% 1675
2025
Q4 		$139K Sell
3,847
-5
-0.1% -$181 ﹤0.01% 1537
2025
Q3 		$136K Buy
3,852
+126
+3% +$4.25K ﹤0.01% 1491
2025
Q2 		$122K Hold
3,726
– – ﹤0.01% 1437
2025
Q1 		$105K Buy
3,726
+431
+13% +$13.9K ﹤0.01% 1205
2024
Q4 		$113K Hold
3,295
– – ﹤0.01% 1208
2024
Q3 		$106K Sell
3,295
-393
-11% -$12K ﹤0.01% 1061
2024
Q2 		$114K Buy
3,688
+394
+12% +$12.1K ﹤0.01% 1023
2024
Q1 		$105K Buy
3,294
+2,241
+213% +$67.5K ﹤0.01% 1006
2023
Q4 		$30K Sell
1,053
-1,000
-49% -$25.5K ﹤0.01% 1412
2023
Q3 		$50.8K Buy
2,053
+1,000
+95% +$27K ﹤0.01% 1111
2023
Q2 		$30.3K Buy
1,053
+853
+427% +$22.6K ﹤0.01% 1315
2023
Q1 		$5.1K Sell
200
-300
-60% -$7.06K ﹤0.01% 2026
2022
Q4 		$10.3K Buy
+500
New +$10.1K ﹤0.01% 1679

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

Allworth Financial's BOTZ Position: Q2 2026 in Review

Allworth Financial increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 10% in Q2 2026, buying an estimated $15.2K and bringing the position to 4,258 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Allworth Financial first reported a position in BOTZ in Q4 2022 and has held it in 15 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Allworth Financial held 4,258 shares of Global X Robotics & Artificial Intelligence ETF worth $162K as of Q2 2026.
  • Allworth Financial bought 400 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $15.2K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1629 holding.
  • Allworth Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 15 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.