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

Mutual 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 		$976K Sell
25,727
-7,081
-22% -$269K 0.02% 666
2026
Q1 		$1.09M Buy
32,808
+9,764
+42% +$361K 0.02% 565
2025
Q4 		$835K Buy
23,044
+402
+2% +$14.6K 0.02% 648
2025
Q3 		$846K Sell
22,642
-2,157
-9% -$72.7K 0.02% 642
2025
Q2 		$851K Buy
24,799
+11,915
+92% +$353K 0.02% 575
2025
Q1 		$368K Buy
+12,884
New +$416K 0.01% 830
2024
Q2 		– Sell
-7,522
Closed -$239K – 1088
2024
Q1 		$239K Buy
+7,522
New +$226K 0.01% 966
2023
Q4 		– Sell
-11,273
Closed -$279K – 1010
2023
Q3 		$279K Buy
11,273
+231
+2% +$6.23K 0.01% 805
2023
Q2 		$317K Buy
+11,042
New +$293K 0.01% 792
2022
Q4 		– Sell
-37,292
Closed -$674K – 919
2022
Q3 		$674K Buy
37,292
+783
+2% +$16.5K 0.03% 485
2022
Q2 		$742K Sell
36,509
-1,961
-5% -$46.3K 0.05% 427
2022
Q1 		$1.12M Sell
38,470
-1,420
-4% -$42.3K 0.06% 347
2021
Q4 		$1.43M Buy
39,890
+742
+2% +$27.3K 0.08% 293
2021
Q3 		$1.43M Buy
39,148
+23,799
+155% +$854K 0.08% 282
2021
Q2 		$536K Buy
+15,349
New +$526K 0.03% 507

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Mutual Advisors's BOTZ Position: Q2 2026 in Review

Mutual Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 22% in Q2 2026, selling an estimated $269K and leaving 25,727 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #666.

Mutual Advisors first reported a position in BOTZ in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2021. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Mutual Advisors held 25,727 shares of Global X Robotics & Artificial Intelligence ETF worth $976K as of Q2 2026.
  • Mutual Advisors sold 7,081 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $269K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #666 holding.
  • Mutual Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and has held it in 15 quarters since.
  • Mutual Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.43M in Q4 2021.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.