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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
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

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 Financial Group's BOTZ Position: Q2 2026 in Review

Independent Financial Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.1% in Q2 2026, buying an estimated $25.3K and bringing the position to 61,888 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #409.

Independent Financial Group first reported a position in BOTZ in Q3 2022 and has held it in 16 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Independent Financial Group held 61,888 shares of Global X Robotics & Artificial Intelligence ETF worth $2.35M as of Q2 2026.
  • Independent Financial Group bought 666 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $25.3K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #409 holding.
  • Independent Financial Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2022 and has held it in 16 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.