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Independent Financial Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Independent Financial 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
Q3 		$2.23M Buy
63,326
+1,438
+2% +$51.5K 0.04% 428
2026
Q2 		$2.35M Buy
61,888
+666
+1% +$25.3K 0.04% 409
2026
Q1 		$2.03M Buy
61,222
+968
+2% +$35.8K 0.05% 403
2025
Q4 		$2.18M Sell
60,254
-1,986
-3% -$72K 0.05% 367
2025
Q3 		$2.21M Sell
62,240
-441
-0.7% -$14.9K 0.05% 356
2025
Q2 		$2.05M Buy
62,681
+7,170
+13% +$212K 0.06% 330
2025
Q1 		$1.58M Buy
55,511
+4,758
+9% +$154K 0.05% 351
2024
Q4 		$1.62M Buy
50,753
+3,718
+8% +$121K 0.05% 344
2024
Q3 		$1.51M Buy
47,035
+477
+1% +$14.6K 0.06% 335
2024
Q2 		$1.44M Sell
46,558
-1,126
-2% -$34.7K 0.06% 303
2024
Q1 		$1.52M Buy
47,684
+684
+1% +$20.6K 0.07% 277
2023
Q4 		$1.34M Buy
47,000
+2,113
+5% +$53.9K 0.07% 283
2023
Q3 		$1.11M Buy
44,887
+6,303
+16% +$170K 0.07% 294
2023
Q2 		$1.11M Buy
38,584
+3,633
+10% +$96.4K 0.08% 285
2023
Q1 		$891K Buy
34,951
+412
+1% +$9.69K 0.07% 302
2022
Q4 		$710K Buy
34,539
+4,625
+15% +$93.1K 0.06% 333
2022
Q3 		$541K Buy
+29,914
New +$630K 0.05% 376

Other funds holding BOTZ

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Independent Financial Group's BOTZ Position: Q3 2026 in Review

Independent Financial Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.3% in Q3 2026, buying an estimated $51.5K and bringing the position to 63,326 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #428.

Independent Financial Group first reported a position in BOTZ in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.35M in Q2 2026. 24 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

  • Independent Financial Group held 63,326 shares of Global X Robotics & Artificial Intelligence ETF worth $2.23M as of Q3 2026.
  • Independent Financial Group bought 1,438 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $51.5K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #428 holding.
  • Independent Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2022 and has held it in 17 quarters since.
  • Independent Financial Group's Global X Robotics & Artificial Intelligence ETF position peaked at $2.35M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.