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Elevation Wealth Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Elevation Wealth Partners’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 		$79.9K Hold
2,105
– – 0.02% 217
2026
Q1 		$69.9K Hold
2,105
– – 0.03% 200
2025
Q4 		$76.3K Hold
2,105
– – 0.03% 187
2025
Q3 		$74.6K Hold
2,105
– – 0.03% 199
2025
Q2 		$68.7K Hold
2,105
– – 0.03% 202
2025
Q1 		$59.9K Hold
2,105
– – 0.03% 212
2024
Q4 		$67.3K Buy
+2,105
New +$68.6K 0.03% 203

Other funds holding BOTZ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Elevation Wealth Partners's BOTZ Position: Q2 2026 in Review

Elevation Wealth Partners held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 2,105 shares worth $79.9K. The position accounts for 0.02% of the portfolio, ranked #217.

Elevation Wealth Partners first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Elevation Wealth Partners held 2,105 shares of Global X Robotics & Artificial Intelligence ETF worth $79.9K as of Q2 2026.
  • Elevation Wealth Partners left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Elevation Wealth Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.