AC
BOTZ icon

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

Apella Capital’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 		$411K Buy
11,243
+438
+4% +$16.7K 0.01% 513
2026
Q1 		$404K Buy
10,805
+3,663
+51% +$135K 0.01% 494
2025
Q4 		$259K Buy
+7,142
New +$259K 0.01% 472
2021
Q3 		– Sell
-13,604
Closed -$475K – 201
2021
Q2 		$475K Buy
+13,604
New +$467K 0.08% 140

Other funds holding BOTZ

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Apella Capital's BOTZ Position: Q2 2026 in Review

Apella Capital increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 11,243 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #513.

Apella Capital first reported a position in BOTZ in Q2 2021 and has held it in 4 quarters since. The position peaked at $475K in Q2 2021. 54 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Apella Capital held 11,243 shares of Global X Robotics & Artificial Intelligence ETF worth $411K as of Q2 2026.
  • Apella Capital bought 438 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $16.7K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #513 holding.
  • Apella Capital first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and has held it in 4 quarters since.
  • Apella Capital's Global X Robotics & Artificial Intelligence ETF position peaked at $475K in Q2 2021.
  • 54 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.