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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
Q2 		$607K Buy
16,009
+2,233
+16% +$85K 0.12% 208
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Beacon Financial Advisory's BOTZ Position: Q2 2026 in Review

Beacon Financial Advisory increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 16% in Q2 2026, buying an estimated $85K and bringing the position to 16,009 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #208.

Beacon Financial Advisory first reported a position in BOTZ in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Beacon Financial Advisory held 16,009 shares of Global X Robotics & Artificial Intelligence ETF worth $607K as of Q2 2026.
  • Beacon Financial Advisory bought 2,233 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $85K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.12% of Beacon Financial Advisory's portfolio in Q2 2026, its #208 holding.
  • Beacon Financial Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 11 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.