Fiduciary Alliance’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Fiduciary Alliance’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	$4.79M	Sell	130,398 -6,463	-5%	-$239K	0.29%	87
2025 Q4	$4.96M	Buy	136,861 +4,118	+3%	+$149K	0.32%	74
2025 Q3	$4.7M	Buy	132,743 +18,315	+16%	+$618K	0.32%	81
2025 Q2	$3.74M	Buy	114,428 +12,903	+13%	+$382K	0.28%	85
2025 Q1	$2.89M	Buy	101,525 +5,548	+6%	+$179K	0.28%	80
2024 Q4	$3.07M	Sell	95,977 -175,593	-65%	-$5.72M	0.31%	77
2024 Q3	$8.73M	Buy	271,570 +42,316	+18%	+$1.3M	1.16%	27
2024 Q2	$7.06M	Buy	229,254 +3,044	+1%	+$93.8K	1.15%	29
2024 Q1	$7.16M	Buy	226,210 +6,719	+3%	+$202K	1.26%	25
2023 Q4	$6.26M	Buy	219,491 +46,477	+27%	+$1.19M	1.23%	28
2023 Q3	$4.28M	Buy	173,014 +12,357	+8%	+$333K	0.99%	33
2023 Q2	$4.62M	Buy	160,657 +119,369	+289%	+$3.17M	0.99%	30
2023 Q1	$1.05M	Buy	41,288 +7,044	+21%	+$166K	0.26%	71
2022 Q4	$704K	Buy	+34,244	New	+$689K	0.18%	73

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Alliance's BOTZ Position: Q1 2026 in Review

Fiduciary Alliance reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.7% in Q1 2026, selling an estimated $239K and leaving 130,398 shares worth $4.79M. The position accounts for 0.29% of the portfolio, ranked #87.

Fiduciary Alliance first reported a position in BOTZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.73M in Q3 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Fiduciary Alliance held 130,398 shares of Global X Robotics & Artificial Intelligence ETF worth $4.79M as of Q1 2026.
Fiduciary Alliance sold 6,463 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $239K.
Global X Robotics & Artificial Intelligence ETF made up 0.29% of Fiduciary Alliance's portfolio in Q1 2026, its #87 holding.
Fiduciary Alliance first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 14 quarters since.
Fiduciary Alliance's Global X Robotics & Artificial Intelligence ETF position peaked at $8.73M in Q3 2024.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.