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

Powell Investment 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	$205K	Hold	5,402	–	–	0.06%	127
2026 Q1	$179K	Hold	5,402	–	–	0.06%	135
2025 Q4	$197K	Hold	5,402	–	–	0.07%	132
2025 Q3	$191K	Sell	5,402 -1,590	-23%	-$53.6K	0.07%	137
2025 Q2	$229K	Buy	6,992 +1,590	+29%	+$47.1K	0.09%	120
2025 Q1	$154K	Buy	5,402 +150	+3%	+$4.84K	0.08%	120
2024 Q4	$168K	Hold	5,252	–	–	0.08%	126
2024 Q3	$169K	Hold	5,252	–	–	0.08%	122
2024 Q2	$162K	Sell	5,252 -2,097	-29%	-$64.6K	0.08%	120
2024 Q1	$234K	Buy	7,349 +2,097	+40%	+$63.1K	0.12%	103
2023 Q4	$150K	Buy	5,252 +1,800	+52%	+$46K	0.08%	122
2023 Q3	$85.3K	Buy	3,452 +1,950	+130%	+$52.6K	0.05%	123
2023 Q2	$43.2K	Hold	1,502	–	–	0.03%	122
2023 Q1	$38.3K	Buy	+1,502	New	+$35.3K	0.02%	123

Other funds holding BOTZ

LPL Financial San Diego, California $445B AUM 25.58% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Powell Investment Advisors's BOTZ Position: Q2 2026 in Review

Powell Investment Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 5,402 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #127.

Powell Investment Advisors first reported a position in BOTZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $234K in Q1 2024. 265 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Powell Investment Advisors held 5,402 shares of Global X Robotics & Artificial Intelligence ETF worth $205K as of Q2 2026.
Powell Investment Advisors left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.06% of Powell Investment Advisors's portfolio in Q2 2026, its #127 holding.
Powell Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and has held it in 14 quarters since.
Powell Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $234K in Q1 2024.
265 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.