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Capital Investment Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Capital Investment Advisory Services’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 		$514K Sell
13,555
-8
-0.1% -$304 0.03% 433
2026
Q1 		$451K Sell
13,563
-242
-2% -$8.94K 0.03% 417
2025
Q4 		$500K Sell
13,805
-317
-2% -$11.5K 0.04% 385
2025
Q3 		$500K Sell
14,122
-548
-4% -$18.5K 0.04% 361
2025
Q2 		$479K Sell
14,670
-170
-1% -$5.04K 0.04% 355
2025
Q1 		$422K Sell
14,840
-264
-2% -$8.52K 0.04% 361
2024
Q4 		$483K Sell
15,104
-2,939
-16% -$95.8K 0.05% 291
2024
Q3 		$580K Sell
18,043
-1,071
-6% -$32.8K 0.06% 266
2024
Q2 		$590K Sell
19,114
-865
-4% -$26.7K 0.06% 266
2024
Q1 		$636K Buy
19,979
+854
+4% +$25.7K 0.07% 261
2023
Q4 		$545K Sell
19,125
-197
-1% -$5.03K 0.05% 274
2023
Q3 		$478K Buy
19,322
+7,876
+69% +$213K 0.05% 284
2023
Q2 		$329K Buy
11,446
+504
+5% +$13.4K 0.03% 351
2023
Q1 		$279K Sell
10,942
-342
-3% -$8.05K 0.03% 377
2022
Q4 		$232K Buy
11,284
+492
+5% +$9.9K 0.03% 421
2022
Q3 		$195K Buy
10,792
+766
+8% +$16.1K 0.03% 436
2022
Q2 		$204K Buy
10,026
+1,200
+14% +$28.4K 0.02% 441
2022
Q1 		$256K Buy
8,826
+627
+8% +$18.7K 0.03% 417
2021
Q4 		$295K Buy
8,199
+85
+1% +$3.13K 0.03% 387
2021
Q3 		$297K Buy
8,114
+605
+8% +$21.7K 0.04% 363
2021
Q2 		$262K Sell
7,509
-201
-3% -$6.89K 0.03% 392
2021
Q1 		$255K Sell
7,710
-1,098
-12% -$37.6K 0.04% 365
2020
Q4 		$292K Sell
8,808
-728
-8% -$22.3K 0.04% 339
2020
Q3 		$266K Buy
9,536
+702
+8% +$18.5K 0.05% 299
2020
Q2 		$211K Buy
8,834
+450
+5% +$9.65K 0.04% 303
2020
Q1 		$152K Buy
8,384
+601
+8% +$12.4K 0.04% 310
2019
Q4 		$170K Buy
7,783
+900
+13% +$19K 0.05% 307
2019
Q3 		$138K Buy
6,883
+600
+10% +$11.7K 0.04% 323
2019
Q2 		$127K Buy
6,283
+556
+10% +$11.4K 0.04% 346
2019
Q1 		$115K Buy
5,727
+1,957
+52% +$37K 0.04% 301
2018
Q4 		$63K Buy
+3,770
New +$73.2K 0.03% 408

Other funds holding BOTZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Capital Investment Advisory Services's BOTZ Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.06% in Q2 2026, selling an estimated $304 and leaving 13,555 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #433.

Capital Investment Advisory Services first reported a position in BOTZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $636K in Q1 2024. 121 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Capital Investment Advisory Services held 13,555 shares of Global X Robotics & Artificial Intelligence ETF worth $514K as of Q2 2026.
  • Capital Investment Advisory Services sold 8 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $304.
  • Global X Robotics & Artificial Intelligence ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #433 holding.
  • Capital Investment Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's Global X Robotics & Artificial Intelligence ETF position peaked at $636K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.