Key Client Fiduciary Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Key Client Fiduciary 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	$398K	Sell	10,500 -259	-2%	-$9.86K	0.11%	149
2026 Q1	$357K	Buy	10,759 +41	+0.4%	+$1.51K	0.12%	151
2025 Q4	$388K	Sell	10,718 -537	-5%	-$19.5K	0.13%	133
2025 Q3	$399K	Buy	11,255 +663	+6%	+$22.4K	0.13%	134
2025 Q2	$346K	Buy	10,592 +630	+6%	+$18.7K	0.14%	143
2025 Q1	$284K	Sell	9,962 -768	-7%	-$24.8K	0.13%	151
2024 Q4	$343K	Sell	10,730 -95	-0.9%	-$3.1K	0.15%	135
2024 Q3	$348K	Buy	10,825 +362	+3%	+$11.1K	0.16%	137
2024 Q2	$323K	Buy	10,463 +625	+6%	+$19.3K	0.16%	136
2024 Q1	$313K	Buy	9,838 +1,211	+14%	+$36.5K	0.17%	136
2023 Q4	$246K	Sell	8,627 -333	-4%	-$8.5K	0.14%	150
2023 Q3	$221K	Buy	+8,960	New	+$242K	0.14%	151

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Key Client Fiduciary Advisors's BOTZ Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.4% in Q2 2026, selling an estimated $9.86K and leaving 10,500 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #149.

Key Client Fiduciary Advisors first reported a position in BOTZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $399K in Q3 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Key Client Fiduciary Advisors held 10,500 shares of Global X Robotics & Artificial Intelligence ETF worth $398K as of Q2 2026.
Key Client Fiduciary Advisors sold 259 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $9.86K.
Global X Robotics & Artificial Intelligence ETF made up 0.11% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #149 holding.
Key Client Fiduciary Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and has held it in 12 quarters since.
Key Client Fiduciary Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $399K in Q3 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.