Krilogy Financial’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Krilogy Financial’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	$323K	Sell	9,266 -754	-8%	-$27K	0.01%	822
2026 Q2	$380K	Hold	10,020	–	–	0.01%	732
2026 Q1	$368K	Hold	10,020	–	–	0.01%	678
2025 Q4	$380K	Hold	10,020	–	–	0.01%	648
2025 Q3	$371K	Buy	+10,020	New	+$338K	0.01%	616
2018 Q4	–	Sell	-1	Closed	–	–	200
2018 Q3	$0	Buy	+1	New	+$22	﹤0.01%	816

Other funds holding BOTZ

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

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

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

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Krilogy Financial's BOTZ Position: Q3 2026 in Review

Krilogy Financial reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 7.5% in Q3 2026, selling an estimated $27K and leaving 9,266 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #822.

Krilogy Financial first reported a position in BOTZ in Q3 2018 and has held it in 6 quarters since. The position peaked at $380K in Q4 2025. 110 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

Krilogy Financial held 9,266 shares of Global X Robotics & Artificial Intelligence ETF worth $323K as of Q3 2026.
Krilogy Financial sold 754 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $27K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #822 holding.
Krilogy Financial first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2018 and has held it in 6 quarters since.
Krilogy Financial's Global X Robotics & Artificial Intelligence ETF position peaked at $380K in Q4 2025.
110 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.