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

Legacy Financial 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 		$354K Sell
9,335
-264
-3% -$10K 0.04% 312
2026
Q1 		$319K Sell
9,599
-168
-2% -$6.21K 0.04% 310
2025
Q4 		$354K Sell
9,767
-891
-8% -$32.3K 0.05% 291
2025
Q3 		$378K Buy
+10,658
New +$359K 0.05% 280

Other funds holding BOTZ

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Legacy Financial Advisors's BOTZ Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.8% in Q2 2026, selling an estimated $10K and leaving 9,335 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #312.

Legacy Financial Advisors first reported a position in BOTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $378K in Q3 2025. 245 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Legacy Financial Advisors held 9,335 shares of Global X Robotics & Artificial Intelligence ETF worth $354K as of Q2 2026.
  • Legacy Financial Advisors sold 264 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $10K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #312 holding.
  • Legacy Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and has held it in 4 quarters since.
  • Legacy Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $378K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.