Lloyd Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Lloyd Advisory Services’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	$1.75K	Sell	46 -1,049	-96%	-$39.9K	﹤0.01%	526
2026 Q1	$36.4K	Buy	+1,095	New	+$40.5K	0.01%	304
2020 Q1	–	Sell	-189	Closed	-$4K	–	281
2019 Q4	$4K	Buy	+189	New	+$3.99K	﹤0.01%	259

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

Lloyd Advisory Services's BOTZ Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 96% in Q2 2026, selling an estimated $39.9K and leaving 46 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Lloyd Advisory Services first reported a position in BOTZ in Q4 2019 and has held it in 3 quarters since. The position peaked at $36.4K in Q1 2026. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Lloyd Advisory Services held 46 shares of Global X Robotics & Artificial Intelligence ETF worth $1.75K as of Q2 2026.
Lloyd Advisory Services sold 1,049 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $39.9K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #526 holding.
Lloyd Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2019 and has held it in 3 quarters since.
Lloyd Advisory Services's Global X Robotics & Artificial Intelligence ETF position peaked at $36.4K in Q1 2026.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.