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

Aventura Private 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	$150K	Buy	3,959 +3,224	+439%	+$123K	0.05%	200
2026 Q1	$24.4K	Buy	735 +232	+46%	+$8.57K	0.01%	419
2025 Q4	$18.2K	Hold	503	–	–	0.01%	431
2025 Q3	$17.8K	Hold	503	–	–	0.01%	417
2025 Q2	$16.4K	Hold	503	–	–	0.01%	409
2025 Q1	$14.3K	Buy	503 +303	+152%	+$9.78K	0.01%	398
2024 Q4	$6.39K	Buy	+200	New	+$6.52K	﹤0.01%	490

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

Aventura Private Wealth's BOTZ Position: Q2 2026 in Review

Aventura Private Wealth increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 439% in Q2 2026, buying an estimated $123K and bringing the position to 3,959 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #200.

Aventura Private Wealth first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. 459 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Aventura Private Wealth held 3,959 shares of Global X Robotics & Artificial Intelligence ETF worth $150K as of Q2 2026.
Aventura Private Wealth bought 3,224 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $123K.
Global X Robotics & Artificial Intelligence ETF made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #200 holding.
Aventura Private Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
459 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.