Innovative Advisory Group, LLC’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-776	Closed	-$28.1K	–	64
2025 Q4	$28.1K	Sell	776 -2,957	-79%	-$107K	0.02%	85
2025 Q3	$132K	Sell	3,733 -200	-5%	-$6.75K	0.08%	49
2025 Q2	$128K	Sell	3,933 -23	-0.6%	-$681	0.11%	42
2025 Q1	$113K	Sell	3,956 -50	-1%	-$1.61K	0.11%	40
2024 Q4	$128K	Buy	+4,006	New	+$131K	0.11%	42

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Innovative Advisory Group, LLC's BOTZ Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 776 shares — an estimated $28.1K sold.

Innovative Advisory Group, LLC first reported a position in BOTZ in Q4 2024 and held it in 5 quarters. The position peaked at $132K in Q3 2025. 444 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 776 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $28.1K.
Innovative Advisory Group, LLC first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's Global X Robotics & Artificial Intelligence ETF position peaked at $132K in Q3 2025.
444 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.