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 Q2	$911K	Sell	24,022 -1,471	-6%	-$56K	0.01%	844
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Arkadios Wealth Advisors's BOTZ Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 5.8% in Q2 2026, selling an estimated $56K and leaving 24,022 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #844.

Arkadios Wealth Advisors first reported a position in BOTZ in Q4 2020 and has held it in 11 quarters since. The position peaked at $999K in Q4 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Arkadios Wealth Advisors held 24,022 shares of Global X Robotics & Artificial Intelligence ETF worth $911K as of Q2 2026.
Arkadios Wealth Advisors sold 1,471 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $56K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #844 holding.
Arkadios Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 11 quarters since.
Arkadios Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $999K in Q4 2025.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.