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

Avior Wealth Management’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	$689K	Hold	18,167	–	–	0.02%	448
2026 Q1	$604K	Buy	18,167 +48	+0.3%	+$1.77K	0.02%	482
2025 Q4	$656K	Buy	18,119 +238	+1%	+$8.63K	0.02%	397
2025 Q3	$634K	Buy	17,881 +1,212	+7%	+$40.9K	0.02%	395
2025 Q2	$544K	Sell	16,669 -7,450	-31%	-$221K	0.02%	412
2025 Q1	$686K	Buy	24,119 +2,528	+12%	+$81.6K	0.03%	339
2024 Q4	$690K	Hold	21,591	–	–	0.03%	364
2024 Q3	$694K	Sell	21,591 -6,478	-23%	-$198K	0.03%	373
2024 Q2	$866K	Buy	28,069 +1,288	+5%	+$39.7K	0.04%	302
2024 Q1	$852K	Buy	+26,781	New	+$806K	0.04%	321
2023 Q3	–	Sell	-1,300	Closed	-$37.4K	–	1602
2023 Q2	$37.4K	Buy	+1,300	New	+$34.5K	﹤0.01%	824

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

Avior Wealth Management's BOTZ Position: Q2 2026 in Review

Avior Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 18,167 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #448.

Avior Wealth Management first reported a position in BOTZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $866K in Q2 2024. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Avior Wealth Management held 18,167 shares of Global X Robotics & Artificial Intelligence ETF worth $689K as of Q2 2026.
Avior Wealth Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #448 holding.
Avior Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 11 quarters since.
Avior Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $866K in Q2 2024.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.