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

Fortis Group 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	$1.55M	Buy	40,812 +372	+0.9%	+$14.2K	0.25%	99
2026 Q1	$1.55M	Buy	40,440 +903	+2%	+$33.4K	0.26%	104
2025 Q4	$1.48M	Buy	39,537 +561	+1%	+$20.3K	0.25%	111
2025 Q3	$1.47M	Buy	+38,976	New	+$1.31M	0.25%	89
2025 Q1	–	Sell	-9,661	Closed	-$309K	–	501
2024 Q4	$309K	Buy	9,661 +1,077	+13%	+$35.1K	0.06%	160
2024 Q3	$276K	Buy	8,584 +812	+10%	+$24.9K	0.05%	162
2024 Q2	$240K	Sell	7,772 -2,365	-23%	-$72.9K	0.05%	166
2024 Q1	$322K	Buy	+10,137	New	+$305K	0.06%	162

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 Group Advisors's BOTZ Position: Q2 2026 in Review

Fortis Group Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.92% in Q2 2026, buying an estimated $14.2K and bringing the position to 40,812 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #99.

Fortis Group Advisors first reported a position in BOTZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q1 2026. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Fortis Group Advisors held 40,812 shares of Global X Robotics & Artificial Intelligence ETF worth $1.55M as of Q2 2026.
Fortis Group Advisors bought 372 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $14.2K.
Global X Robotics & Artificial Intelligence ETF made up 0.25% of Fortis Group Advisors's portfolio in Q2 2026, its #99 holding.
Fortis Group Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and has held it in 8 quarters since.
Fortis Group Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.55M in Q1 2026.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.