KFG Wealth Management
BOTZ icon

KFG Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

KFG Wealth Management’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 		$759K Buy
21,546
+2,481
+13% +$88.9K 0.08% 103
2026
Q2 		$723K Buy
19,065
+1,581
+9% +$60.2K 0.08% 113
2026
Q1 		$581K Buy
17,484
+2,747
+19% +$101K 0.08% 120
2025
Q4 		$534K Buy
14,737
+2,032
+16% +$73.7K 0.07% 128
2025
Q3 		$450K Buy
12,705
+1,524
+14% +$51.4K 0.07% 138
2025
Q2 		$365K Buy
11,181
+225
+2% +$6.66K 0.06% 145
2025
Q1 		$312K Buy
10,956
+227
+2% +$7.33K 0.06% 150
2024
Q4 		$343K Buy
10,729
+136
+1% +$4.43K 0.06% 131
2024
Q3 		$341K Buy
10,593
+635
+6% +$19.4K 0.07% 132
2024
Q2 		$307K Buy
9,958
+920
+10% +$28.4K 0.12% 123
2024
Q1 		$287K Buy
9,038
+1,835
+25% +$55.2K 0.12% 123
2023
Q4 		$205K Buy
+7,203
New +$184K 0.09% 128

Other funds holding BOTZ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets New York $22.4B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KFG Wealth Management's BOTZ Position: Q3 2026 in Review

KFG Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 13% in Q3 2026, buying an estimated $88.9K and bringing the position to 21,546 shares worth $759K. The position accounts for 0.08% of the portfolio, ranked #103.

KFG Wealth Management first reported a position in BOTZ in Q4 2023 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

  • KFG Wealth Management held 21,546 shares of Global X Robotics & Artificial Intelligence ETF worth $759K as of Q3 2026.
  • KFG Wealth Management bought 2,481 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $88.9K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.08% of KFG Wealth Management's portfolio in Q3 2026, its #103 holding.
  • KFG Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 12 quarters since.
  • 386 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.