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M3 Advisory Group’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

M3 Advisory Group’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
Q1 		$217K Buy
6,546
+211
+3% +$7.8K 0.13% 135
2025
Q4 		$230K Buy
6,335
+278
+5% +$10.1K 0.14% 125
2025
Q3 		$215K Buy
+6,057
New +$204K 0.13% 140

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M3 Advisory Group's BOTZ Position: Q1 2026 in Review

M3 Advisory Group increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.3% in Q1 2026, buying an estimated $7.8K and bringing the position to 6,546 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #135.

M3 Advisory Group first reported a position in BOTZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • M3 Advisory Group held 6,546 shares of Global X Robotics & Artificial Intelligence ETF worth $217K as of Q1 2026.
  • M3 Advisory Group bought 211 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $7.8K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.13% of M3 Advisory Group's portfolio in Q1 2026, its #135 holding.
  • M3 Advisory Group first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and has held it in 3 quarters since.
  • M3 Advisory Group's Global X Robotics & Artificial Intelligence ETF position peaked at $230K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.