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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Koa Wealth Management's BOTZ Position: Q2 2026 in Review

Koa Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.3% in Q2 2026, selling an estimated $12.4K and leaving 24,214 shares worth $919K. The position accounts for 0.62% of the portfolio, ranked #37.

Koa Wealth Management first reported a position in BOTZ in Q3 2025 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Koa Wealth Management held 24,214 shares of Global X Robotics & Artificial Intelligence ETF worth $919K as of Q2 2026.
  • Koa Wealth Management sold 326 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $12.4K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.62% of Koa Wealth Management's portfolio in Q2 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 4 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.