Fortis Capital Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Fortis Capital 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 Q2	$398K	Buy	10,498 +1,275	+14%	+$48.5K	0.04%	280
2026 Q1	$306K	Sell	9,223 -121	-1%	-$4.47K	0.04%	297
2025 Q4	$339K	Hold	9,344	–	–	0.05%	235
2025 Q3	$331K	Buy	+9,344	New	+$315K	0.05%	217
2023 Q2	–	Sell	-121	Closed	-$3.09K	–	167
2023 Q1	$3.09K	Hold	121	–	–	﹤0.01%	538
2022 Q4	$2.49K	Buy	+121	New	+$2.44K	﹤0.01%	568

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fortis Capital Advisors's BOTZ Position: Q2 2026 in Review

Fortis Capital Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 14% in Q2 2026, buying an estimated $48.5K and bringing the position to 10,498 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #280.

Fortis Capital Advisors first reported a position in BOTZ in Q4 2022 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Fortis Capital Advisors held 10,498 shares of Global X Robotics & Artificial Intelligence ETF worth $398K as of Q2 2026.
Fortis Capital Advisors bought 1,275 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $48.5K.
Global X Robotics & Artificial Intelligence ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #280 holding.
Fortis Capital Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 6 quarters since.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.