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

Realta 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 		$78.7K Sell
2,075
-482
-19% -$18.3K 0.02% 253
2026
Q1 		$84.9K Hold
2,557
– – 0.03% 234
2025
Q4 		$92.6K Buy
2,557
+2,079
+435% +$75.4K 0.03% 224
2025
Q3 		$16.9K Buy
+478
New +$16.1K 0.01% 266
2025
Q2 		– Sell
-703
Closed -$20K – 306
2025
Q1 		$20K Sell
703
-225
-24% -$7.26K 0.01% 259
2024
Q4 		$30.6K Buy
928
+428
+86% +$13.9K 0.01% 268
2024
Q3 		$16.2K Sell
500
-250
-33% -$7.66K 0.01% 284
2024
Q2 		$23.1K Sell
750
-200
-21% -$6.17K ﹤0.01% 605
2024
Q1 		$30.2K Buy
+950
New +$28.6K 0.01% 599
2023
Q4 		– Sell
-2,500
Closed -$71.8K – 474
2023
Q3 		$71.8K Hold
2,500
– – 0.02% 501
2023
Q2 		$71.8K Buy
+2,500
New +$66.3K 0.02% 528
2020
Q1 		– Sell
-4,162
Closed -$90K – 432
2019
Q4 		$90K Sell
4,162
-750
-15% -$15.8K 0.02% 528
2019
Q3 		$98K Sell
4,912
-1,492
-23% -$29.2K 0.03% 505
2019
Q2 		$130K Buy
6,404
+6,204
+3,102% +$127K 0.04% 430
2019
Q1 		$4K Buy
+200
New +$3.78K ﹤0.01% 1100

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

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

Realta Investment Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 19% in Q2 2026, selling an estimated $18.3K and leaving 2,075 shares worth $78.7K. The position accounts for 0.02% of the portfolio, ranked #253.

Realta Investment Advisors first reported a position in BOTZ in Q1 2019 and has held it in 15 quarters since. The position peaked at $130K in Q2 2019. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Realta Investment Advisors held 2,075 shares of Global X Robotics & Artificial Intelligence ETF worth $78.7K as of Q2 2026.
  • Realta Investment Advisors sold 482 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $18.3K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • Realta Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2019 and has held it in 15 quarters since.
  • Realta Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $130K in Q2 2019.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.