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

Portland Financial 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	$491K	Sell	12,931 -1,513	-10%	-$57.6K	0.9%	44
2026 Q1	$480K	Sell	14,444 -2,847	-16%	-$105K	1%	40
2025 Q4	$626K	Hold	17,291	–	–	1.33%	22
2025 Q3	$613K	Hold	17,291	–	–	1.31%	23
2025 Q2	$565K	Sell	17,291 -50	-0.3%	-$1.48K	1.36%	24
2025 Q1	$494K	Sell	17,341 -750	-4%	-$24.2K	1.26%	27
2024 Q4	$578K	Buy	+18,091	New	+$590K	1.55%	17

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Portland Financial Advisors's BOTZ Position: Q2 2026 in Review

Portland Financial Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 10% in Q2 2026, selling an estimated $57.6K and leaving 12,931 shares worth $491K. The position accounts for 0.9% of the portfolio, ranked #44.

Portland Financial Advisors first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $626K in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Portland Financial Advisors held 12,931 shares of Global X Robotics & Artificial Intelligence ETF worth $491K as of Q2 2026.
Portland Financial Advisors sold 1,513 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $57.6K.
Global X Robotics & Artificial Intelligence ETF made up 0.9% of Portland Financial Advisors's portfolio in Q2 2026, its #44 holding.
Portland Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
Portland Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $626K in Q4 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.