D.A. Davidson & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

D.A. Davidson & Co’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	$2.6M	Buy	68,644 +550	+0.8%	+$20.9K	0.01%	660
2026 Q1	$2.26M	Buy	68,094 +332	+0.5%	+$12.3K	0.01%	665
2025 Q4	$2.46M	Buy	67,762 +55,315	+444%	+$2.01M	0.02%	600
2025 Q3	$441K	Buy	12,447 +942	+8%	+$31.8K	﹤0.01%	1176
2025 Q2	$376K	Buy	+11,505	New	+$341K	﹤0.01%	1161
2024 Q2	–	Sell	-64,361	Closed	-$2.05M	–	1377
2024 Q1	$2.05M	Buy	+64,361	New	+$1.94M	0.02%	527
2023 Q4	–	Sell	-64,316	Closed	-$1.59M	–	1368
2023 Q3	$1.59M	Buy	+64,316	New	+$1.74M	0.02%	540

Other funds holding BOTZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

D.A. Davidson & Co's BOTZ Position: Q2 2026 in Review

D.A. Davidson & Co increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.81% in Q2 2026, buying an estimated $20.9K and bringing the position to 68,644 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #660.

D.A. Davidson & Co first reported a position in BOTZ in Q3 2023 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

D.A. Davidson & Co held 68,644 shares of Global X Robotics & Artificial Intelligence ETF worth $2.6M as of Q2 2026.
D.A. Davidson & Co bought 550 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $20.9K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #660 holding.
D.A. Davidson & Co first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.