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

Phoenix Wealth 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 Q3	$932K	Sell	26,445 -434	-2%	-$15.5K	0.29%	56
2026 Q2	$1.02M	Buy	26,879 +46	+0.2%	+$1.75K	0.34%	55
2026 Q1	$891K	Buy	26,833 +322	+1%	+$11.9K	0.35%	58
2025 Q4	$960K	Sell	26,511 -50	-0.2%	-$1.81K	0.37%	56
2025 Q3	$941K	Buy	26,561 +57	+0.2%	+$1.92K	0.36%	57
2025 Q2	$865K	Sell	26,504 -322	-1%	-$9.5K	0.36%	61
2025 Q1	$763K	Buy	26,826 +402	+2%	+$13K	0.33%	61
2024 Q4	$844K	Buy	26,424 +63	+0.2%	+$2.05K	0.37%	55
2024 Q3	$848K	Buy	26,361 +147	+0.6%	+$4.5K	0.39%	56
2024 Q2	$809K	Sell	26,214 -256	-1%	-$7.89K	0.41%	55
2024 Q1	$842K	Buy	26,470 +12,766	+93%	+$384K	0.51%	51
2023 Q4	$380K	Buy	13,704 +1,162	+9%	+$29.7K	0.26%	72
2023 Q3	$310K	Buy	12,542 +192	+2%	+$5.18K	0.18%	78
2023 Q2	$355K	Buy	+12,350	New	+$328K	0.21%	69

Other funds holding BOTZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capitolis Liquid Global Markets New York $22.4B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Phoenix Wealth Advisors's BOTZ Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.6% in Q3 2026, selling an estimated $15.5K and leaving 26,445 shares worth $932K. The position accounts for 0.29% of the portfolio, ranked #56.

Phoenix Wealth Advisors first reported a position in BOTZ in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2026. 333 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

Phoenix Wealth Advisors held 26,445 shares of Global X Robotics & Artificial Intelligence ETF worth $932K as of Q3 2026.
Phoenix Wealth Advisors sold 434 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $15.5K.
Global X Robotics & Artificial Intelligence ETF made up 0.29% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #56 holding.
Phoenix Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 14 quarters since.
Phoenix Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $1.02M in Q2 2026.
333 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.