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

Arkadios Wealth Advisors’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	$847K	Sell	25,493 -2,073	-8%	-$76.6K	0.01%	868
2025 Q4	$999K	Buy	27,566 +7,170	+35%	+$260K	0.02%	703
2025 Q3	$723K	Sell	20,396 -2,330	-10%	-$78.6K	0.02%	778
2025 Q2	$742K	Buy	22,726 +1,349	+6%	+$40K	0.02%	699
2025 Q1	$608K	Buy	21,377 +5,605	+36%	+$181K	0.02%	632
2024 Q4	$504K	Buy	15,772 +1,095	+7%	+$35.7K	0.03%	540
2024 Q3	$472K	Buy	+14,677	New	+$449K	0.03%	556
2021 Q3	–	Sell	-1,400	Closed	-$48K	–	1872
2021 Q2	$48K	Hold	1,400	–	–	0.01%	942
2021 Q1	$46K	Hold	1,400	–	–	0.01%	710
2020 Q4	$46K	Buy	+1,400	New	+$42.8K	0.01%	570

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

Arkadios Wealth Advisors's BOTZ Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 7.5% in Q1 2026, selling an estimated $76.6K and leaving 25,493 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #868.

Arkadios Wealth Advisors first reported a position in BOTZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $999K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Arkadios Wealth Advisors held 25,493 shares of Global X Robotics & Artificial Intelligence ETF worth $847K as of Q1 2026.
Arkadios Wealth Advisors sold 2,073 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $76.6K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #868 holding.
Arkadios Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $999K in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.