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Gladstone Institutional Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Gladstone Institutional Advisory’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 		$417K Buy
12,543
+861
+7% +$31.8K 0.02% 579
2025
Q4 		$423K Sell
11,682
-1,528
-12% -$55.4K 0.02% 535
2025
Q3 		$468K Sell
13,210
-1,068
-7% -$36K 0.02% 530
2025
Q2 		$466K Sell
14,278
-135
-0.9% -$4K 0.02% 515
2025
Q1 		$410K Buy
14,413
+1,100
+8% +$35.5K 0.02% 517
2024
Q4 		$425K Buy
13,313
+1,555
+13% +$50.7K 0.02% 505
2024
Q3 		$378K Buy
11,758
+1,321
+13% +$40.5K 0.02% 519
2024
Q2 		$322K Sell
10,437
-1,503
-13% -$46.3K 0.02% 522
2024
Q1 		$380K Buy
11,940
+3,995
+50% +$120K 0.02% 480
2023
Q4 		$226K Buy
+7,945
New +$203K 0.01% 596
2023
Q2 		– Sell
-8,891
Closed -$227K – 644
2023
Q1 		$227K Buy
+8,891
New +$209K 0.01% 590
2022
Q2 		– Sell
-12,893
Closed -$374K – 660
2022
Q1 		$374K Sell
12,893
-1,525
-11% -$45.4K 0.03% 495
2021
Q4 		$518K Buy
14,418
+2,595
+22% +$95.6K 0.04% 374
2021
Q3 		$432K Buy
11,823
+553
+5% +$19.8K 0.04% 363
2021
Q2 		$394K Buy
+11,270
New +$387K 0.05% 341
2020
Q1 		– Sell
-9,743
Closed -$213K – 274
2019
Q4 		$213K Buy
+9,743
New +$206K 0.05% 253
2019
Q2 		– Sell
-10,720
Closed -$215K – 269
2019
Q1 		$215K Buy
+10,720
New +$203K 0.08% 195

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gladstone Institutional Advisory's BOTZ Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 7.4% in Q1 2026, buying an estimated $31.8K and bringing the position to 12,543 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #579.

Gladstone Institutional Advisory first reported a position in BOTZ in Q1 2019 and has held it in 17 quarters since. The position peaked at $518K in Q4 2021. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Gladstone Institutional Advisory held 12,543 shares of Global X Robotics & Artificial Intelligence ETF worth $417K as of Q1 2026.
  • Gladstone Institutional Advisory bought 861 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $31.8K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #579 holding.
  • Gladstone Institutional Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $518K in Q4 2021.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.