Great Valley Advisor Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Great Valley Advisor Group’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	$434K	Buy	13,062 +614	+5%	+$22.7K	0.01%	718
2025 Q4	$451K	Buy	12,448 +1,641	+15%	+$59.5K	0.01%	654
2025 Q3	$383K	Buy	10,807 +3,316	+44%	+$112K	0.01%	704
2025 Q2	$244K	Sell	7,491 -1,518	-17%	-$45K	0.01%	799
2025 Q1	$256K	Sell	9,009 -236	-3%	-$7.62K	0.01%	771
2024 Q4	$295K	Buy	9,245 +546	+6%	+$17.8K	0.01%	698
2024 Q3	$279K	Sell	8,699 -439	-5%	-$13.4K	0.01%	704
2024 Q2	$282K	Sell	9,138 -1,437	-14%	-$44.3K	0.01%	660
2024 Q1	$336K	Buy	10,575 +1,421	+16%	+$42.8K	0.01%	576
2023 Q4	$261K	Buy	9,154 +116	+1%	+$2.96K	0.01%	613
2023 Q3	$224K	Buy	9,038 +2,021	+29%	+$54.5K	0.01%	607
2023 Q2	$202K	Buy	+7,017	New	+$186K	0.01%	662

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

Great Valley Advisor Group's BOTZ Position: Q1 2026 in Review

Great Valley Advisor Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.9% in Q1 2026, buying an estimated $22.7K and bringing the position to 13,062 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #718.

Great Valley Advisor Group first reported a position in BOTZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $451K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Great Valley Advisor Group held 13,062 shares of Global X Robotics & Artificial Intelligence ETF worth $434K as of Q1 2026.
Great Valley Advisor Group bought 614 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $22.7K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #718 holding.
Great Valley Advisor Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 12 quarters since.
Great Valley Advisor Group's Global X Robotics & Artificial Intelligence ETF position peaked at $451K in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.