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

Koa 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	$853K	Sell	24,211 -3	-0%	-$107	0.55%	37
2026 Q2	$919K	Sell	24,214 -326	-1%	-$12.4K	0.62%	37
2026 Q1	$815K	Sell	24,540 -139	-0.6%	-$5.14K	0.59%	38
2025 Q4	$894K	Sell	24,679 -863	-3%	-$31.3K	0.61%	40
2025 Q3	$905K	Buy	+25,542	New	+$861K	0.67%	35

Other funds holding BOTZ

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

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

Koa Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.01% in Q3 2026, selling an estimated $107 and leaving 24,211 shares worth $853K. The position accounts for 0.55% of the portfolio, ranked #37.

Koa Wealth Management first reported a position in BOTZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $919K in Q2 2026. 163 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

Koa Wealth Management held 24,211 shares of Global X Robotics & Artificial Intelligence ETF worth $853K as of Q3 2026.
Koa Wealth Management sold 3 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $107.
Global X Robotics & Artificial Intelligence ETF made up 0.55% of Koa Wealth Management's portfolio in Q3 2026, its #37 holding.
Koa Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and has held it in 5 quarters since.
Koa Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $919K in Q2 2026.
163 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.