J.W. Cole Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

J.W. Cole Advisors’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	$1.05M	Buy	27,802 +19,767	+246%	+$752K	0.02%	737
2026 Q1	$267K	Sell	8,035 -530	-6%	-$19.6K	0.01%	653
2025 Q4	$260K	Buy	8,565 +827	+11%	+$30K	0.01%	1170
2025 Q3	$274K	Sell	7,738 -3,124	-29%	-$105K	0.01%	1264
2025 Q2	$355K	Buy	+10,862	New	+$322K	0.01%	1059
2024 Q2	–	Sell	-7,325	Closed	-$233K	–	900
2024 Q1	$233K	Buy	+7,325	New	+$220K	0.01%	783
2021 Q1	–	Sell	-6,501	Closed	-$215K	–	672
2020 Q4	$215K	Buy	+6,501	New	+$199K	0.02%	572

Other funds holding BOTZ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

J.W. Cole Advisors's BOTZ Position: Q2 2026 in Review

J.W. Cole Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 246% in Q2 2026, buying an estimated $752K and bringing the position to 27,802 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #737.

J.W. Cole Advisors first reported a position in BOTZ in Q4 2020 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

J.W. Cole Advisors held 27,802 shares of Global X Robotics & Artificial Intelligence ETF worth $1.05M as of Q2 2026.
J.W. Cole Advisors bought 19,767 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $752K.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #737 holding.
J.W. Cole Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.