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E&G Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

E&G Advisors’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
Q3 		$252K Sell
7,142
-17
-0.2% -$609 0.05% 219
2026
Q2 		$272K Sell
7,159
-900
-11% -$34.2K 0.05% 210
2026
Q1 		$268K Buy
8,059
+1,092
+16% +$40.3K 0.06% 194
2025
Q4 		$252K Buy
+6,967
New +$253K 0.06% 193

Other funds holding BOTZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E&G Advisors's BOTZ Position: Q3 2026 in Review

E&G Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.24% in Q3 2026, selling an estimated $609 and leaving 7,142 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #219.

E&G Advisors first reported a position in BOTZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2026. 261 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

  • E&G Advisors held 7,142 shares of Global X Robotics & Artificial Intelligence ETF worth $252K as of Q3 2026.
  • E&G Advisors sold 17 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $609.
  • Global X Robotics & Artificial Intelligence ETF made up 0.05% of E&G Advisors's portfolio in Q3 2026, its #219 holding.
  • E&G Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and has held it in 4 quarters since.
  • E&G Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $272K in Q2 2026.
  • 261 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.