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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
Q2 		$4.87M Sell
128,394
-2,004
-2% -$76.3K 0.33% 80
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
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fiduciary Alliance's BOTZ Position: Q2 2026 in Review

Fiduciary Alliance reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.5% in Q2 2026, selling an estimated $76.3K and leaving 128,394 shares worth $4.87M. The position accounts for 0.33% of the portfolio, ranked #80.

Fiduciary Alliance first reported a position in BOTZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.73M in Q3 2024. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Fiduciary Alliance held 128,394 shares of Global X Robotics & Artificial Intelligence ETF worth $4.87M as of Q2 2026.
  • Fiduciary Alliance sold 2,004 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $76.3K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.33% of Fiduciary Alliance's portfolio in Q2 2026, its #80 holding.
  • Fiduciary Alliance first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Global X Robotics & Artificial Intelligence ETF position peaked at $8.73M in Q3 2024.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.