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Alteri Wealth’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Alteri Wealth’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 		$724K Buy
19,076
+904
+5% +$34.4K 0.2% 122
2026
Q1 		$604K Sell
18,172
-1,562
-8% -$57.7K 0.2% 133
2025
Q4 		$715K Sell
19,734
-346
-2% -$12.5K 0.23% 108
2025
Q3 		$711K Buy
20,080
+3,139
+19% +$106K 0.24% 98
2025
Q2 		$553K Buy
16,941
+4
+0% +$118 0.21% 119
2025
Q1 		$482K Buy
16,937
+2,325
+16% +$75.1K 0.21% 125
2024
Q4 		$467K Buy
+14,612
New +$476K 0.13% 130

Other funds holding BOTZ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Alteri Wealth's BOTZ Position: Q2 2026 in Review

Alteri Wealth increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 5% in Q2 2026, buying an estimated $34.4K and bringing the position to 19,076 shares worth $724K. The position accounts for 0.2% of the portfolio, ranked #122.

Alteri Wealth first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Alteri Wealth held 19,076 shares of Global X Robotics & Artificial Intelligence ETF worth $724K as of Q2 2026.
  • Alteri Wealth bought 904 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $34.4K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.2% of Alteri Wealth's portfolio in Q2 2026, its #122 holding.
  • Alteri Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.