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Mission Hills Financial Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Mission Hills Financial Advisory’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 		$634K Buy
19,079
+15
+0.1% +$554 0.32% 31
2025
Q4 		$691K Buy
19,064
+1,062
+6% +$38.5K 0.36% 27
2025
Q3 		$638K Buy
18,002
+895
+5% +$30.2K 0.34% 27
2025
Q2 		$559K Sell
17,107
-156
-0.9% -$4.62K 0.35% 27
2025
Q1 		$491K Sell
17,263
-466
-3% -$15K 0.34% 27
2024
Q4 		$566K Buy
17,729
+326
+2% +$10.6K 0.44% 25
2024
Q3 		$584K Buy
+17,403
New +$533K 0.5% 25

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

Mission Hills Financial Advisory's BOTZ Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.08% in Q1 2026, buying an estimated $554 and bringing the position to 19,079 shares worth $634K. The position accounts for 0.32% of the portfolio, ranked #31.

Mission Hills Financial Advisory first reported a position in BOTZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Mission Hills Financial Advisory held 19,079 shares of Global X Robotics & Artificial Intelligence ETF worth $634K as of Q1 2026.
  • Mission Hills Financial Advisory bought 15 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $554.
  • Global X Robotics & Artificial Intelligence ETF made up 0.32% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #31 holding.
  • Mission Hills Financial Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 7 quarters since.
  • Mission Hills Financial Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $691K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.