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

Resurgent 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
Q1 		$704K Sell
21,190
-2,079
-9% -$76.8K 0.25% 96
2025
Q4 		$843K Sell
23,269
-688
-3% -$24.9K 0.42% 66
2025
Q3 		$849K Buy
23,957
+7,715
+48% +$260K 0.42% 64
2025
Q2 		$530K Buy
16,242
+51
+0.3% +$1.51K 0.29% 101
2025
Q1 		$461K Buy
16,191
+591
+4% +$19.1K 0.28% 102
2024
Q4 		$498K Sell
15,600
-88
-0.6% -$2.87K 0.29% 101
2024
Q3 		$504K Sell
15,688
-1,956
-11% -$59.9K 0.29% 98
2024
Q2 		$544K Buy
17,644
+3,843
+28% +$118K 0.34% 87
2024
Q1 		$439K Buy
13,801
+4,754
+53% +$143K 0.23% 117
2023
Q4 		$258K Buy
9,047
+422
+5% +$10.8K 0.16% 142
2023
Q3 		$213K Buy
8,625
+663
+8% +$17.9K 0.15% 140
2023
Q2 		$229K Buy
7,962
+942
+13% +$25K 0.15% 123
2023
Q1 		$179K Buy
7,020
+1,634
+30% +$38.4K 0.12% 161
2022
Q4 		$111K Buy
+5,386
New +$108K 0.06% 292
2022
Q1 		– Sell
-6,611
Closed -$238K – 194
2021
Q4 		$238K Buy
+6,611
New +$244K 0.19% 105

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Resurgent Financial Advisors's BOTZ Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 8.9% in Q1 2026, selling an estimated $76.8K and leaving 21,190 shares worth $704K. The position accounts for 0.25% of the portfolio, ranked #96.

Resurgent Financial Advisors first reported a position in BOTZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $849K in Q3 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Resurgent Financial Advisors held 21,190 shares of Global X Robotics & Artificial Intelligence ETF worth $704K as of Q1 2026.
  • Resurgent Financial Advisors sold 2,079 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $76.8K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.25% of Resurgent Financial Advisors's portfolio in Q1 2026, its #96 holding.
  • Resurgent Financial Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and has held it in 15 quarters since.
  • Resurgent Financial Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $849K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.