Beacon Financial Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Beacon Financial Advisory’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	$458K	Buy	13,776 +2,797	+25%	+$103K	0.1%	243
2025 Q4	$398K	Sell	10,979 -1,489	-12%	-$54K	0.09%	244
2025 Q3	$442K	Buy	12,468 +129	+1%	+$4.35K	0.1%	226
2025 Q2	$403K	Sell	12,339 -2,439	-17%	-$72.2K	0.1%	229
2025 Q1	$421K	Buy	14,778 +442	+3%	+$14.3K	0.13%	192
2024 Q4	$458K	Sell	14,336 -1,498	-9%	-$48.8K	0.15%	175
2024 Q3	$509K	Buy	15,834 +1,158	+8%	+$35.5K	0.17%	154
2024 Q2	$453K	Buy	14,676 +2,599	+22%	+$80.1K	0.17%	156
2024 Q1	$384K	Buy	12,077 +3,098	+35%	+$93.3K	0.19%	149
2023 Q4	$256K	Buy	+8,979	New	+$229K	0.12%	210

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 $79.5B AUM 27.1% 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

Beacon Financial Advisory's BOTZ Position: Q1 2026 in Review

Beacon Financial Advisory increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 25% in Q1 2026, buying an estimated $103K and bringing the position to 13,776 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #243.

Beacon Financial Advisory first reported a position in BOTZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $509K in Q3 2024. 442 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Beacon Financial Advisory held 13,776 shares of Global X Robotics & Artificial Intelligence ETF worth $458K as of Q1 2026.
Beacon Financial Advisory bought 2,797 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $103K.
Global X Robotics & Artificial Intelligence ETF made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #243 holding.
Beacon Financial Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 10 quarters since.
Beacon Financial Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $509K in Q3 2024.
442 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.