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Exencial Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Exencial Wealth 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
Q1 		$212K Buy
6,396
+87
+1% +$3.21K 0.01% 546
2025
Q4 		$229K Buy
6,309
+271
+4% +$9.83K 0.01% 520
2025
Q3 		$214K Buy
+6,038
New +$204K 0.01% 502
2025
Q2 		– Sell
-7,276
Closed -$207K – 491
2025
Q1 		$207K Sell
7,276
-98
-1% -$3.16K 0.01% 481
2024
Q4 		$236K Buy
7,374
+173
+2% +$5.64K 0.01% 465
2024
Q3 		$232K Sell
7,201
-234
-3% -$7.17K 0.01% 464
2024
Q2 		$229K Sell
7,435
-539
-7% -$16.6K 0.01% 456
2024
Q1 		$254K Sell
7,974
-966
-11% -$29.1K 0.01% 460
2023
Q4 		$255K Sell
8,940
-31
-0.3% -$791 0.01% 439
2023
Q3 		$222K Sell
8,971
-385
-4% -$10.4K 0.01% 399
2023
Q2 		$269K Sell
9,356
-935
-9% -$24.8K 0.01% 384
2023
Q1 		$262K Sell
10,291
-987
-9% -$23.2K 0.01% 372
2022
Q4 		$232K Buy
11,278
+124
+1% +$2.5K 0.01% 394
2022
Q3 		$202K Sell
11,154
-1,074
-9% -$22.6K 0.01% 405
2022
Q2 		$248K Buy
12,228
+874
+8% +$20.7K 0.01% 374
2022
Q1 		$329K Buy
11,354
+2,639
+30% +$78.6K 0.02% 347
2021
Q4 		$313K Buy
8,715
+347
+4% +$12.8K 0.02% 383
2021
Q3 		$306K Buy
+8,368
New +$300K 0.01% 281

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Exencial Wealth Advisors's BOTZ Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.4% in Q1 2026, buying an estimated $3.21K and bringing the position to 6,396 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #546.

Exencial Wealth Advisors first reported a position in BOTZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $329K in Q1 2022. 444 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Exencial Wealth Advisors held 6,396 shares of Global X Robotics & Artificial Intelligence ETF worth $212K as of Q1 2026.
  • Exencial Wealth Advisors bought 87 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $3.21K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #546 holding.
  • Exencial Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2021 and has held it in 18 quarters since.
  • Exencial Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $329K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.