Kingswood Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Kingswood Wealth 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	$4.28M	Buy	112,909 +691	+0.6%	+$26.3K	0.17%	138
2026 Q1	$3.73M	Sell	112,218 -60,770	-35%	-$2.25M	0.18%	133
2025 Q4	$6.27M	Buy	172,988 +3,313	+2%	+$120K	0.3%	73
2025 Q3	$6.01M	Buy	169,675 +120,170	+243%	+$4.05M	0.36%	50
2025 Q2	$1.62M	Buy	49,505 +3,711	+8%	+$110K	0.13%	174
2025 Q1	$1.3M	Buy	45,794 +28,744	+169%	+$928K	0.12%	204
2024 Q4	$545K	Buy	+17,050	New	+$556K	0.04%	414
2024 Q3	–	Sell	-8,625	Closed	-$266K	–	675
2024 Q2	$266K	Buy	8,625 +400	+5%	+$12.3K	0.02%	557
2024 Q1	$262K	Sell	8,225 -500	-6%	-$15.1K	0.03%	523
2023 Q4	$249K	Buy	+8,725	New	+$223K	0.03%	523
2023 Q3	–	Sell	-10,955	Closed	-$315K	–	432
2023 Q2	$315K	Buy	+10,955	New	+$291K	0.1%	190

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

Kingswood Wealth Advisors's BOTZ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.62% in Q2 2026, buying an estimated $26.3K and bringing the position to 112,909 shares worth $4.28M. The position accounts for 0.17% of the portfolio, ranked #138.

Kingswood Wealth Advisors first reported a position in BOTZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.27M in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Kingswood Wealth Advisors held 112,909 shares of Global X Robotics & Artificial Intelligence ETF worth $4.28M as of Q2 2026.
Kingswood Wealth Advisors bought 691 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $26.3K.
Global X Robotics & Artificial Intelligence ETF made up 0.17% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Kingswood Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $6.27M in Q4 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.