IAA
BOTZ icon

Independent Advisor Alliance’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Independent Advisor 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 		– Sell
-79,207
Closed -$2.63M – 1090
2026
Q1 		$2.63M Buy
+79,207
New +$2.93M 0.03% 478
2025
Q1 		– Sell
-64,004
Closed -$2.04M – 852
2024
Q4 		$2.04M Buy
+64,004
New +$2.09M 0.03% 508

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

Independent Advisor Alliance's BOTZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 79,207 shares — an estimated $2.63M sold.

Independent Advisor Alliance first reported a position in BOTZ in Q4 2024 and held it in 2 quarters. The position peaked at $2.63M in Q1 2026. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 79,207 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $2.63M.
  • Independent Advisor Alliance first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Global X Robotics & Artificial Intelligence ETF position peaked at $2.63M in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.