PWA
BOTZ icon

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
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% -$9.54K 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

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

Phoenix Wealth Advisors's BOTZ Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.17% in Q2 2026, buying an estimated $1.75K and bringing the position to 26,879 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #55.

Phoenix Wealth Advisors first reported a position in BOTZ in Q2 2023 and has held it in 13 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Phoenix Wealth Advisors held 26,879 shares of Global X Robotics & Artificial Intelligence ETF worth $1.02M as of Q2 2026.
  • Phoenix Wealth Advisors bought 46 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $1.75K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.34% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Phoenix Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 13 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.