RFG Advisory’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

RFG Advisory’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	$1.05M	Sell	27,636 -1,783	-6%	-$67.8K	0.02%	555
2026 Q1	$977K	Buy	29,419 +1,116	+4%	+$41.2K	0.02%	548
2025 Q4	$1.03M	Sell	28,303 -3,148	-10%	-$114K	0.02%	514
2025 Q3	$1.11M	Buy	31,451 +12,570	+67%	+$424K	0.02%	469
2025 Q2	$616K	Buy	+18,881	New	+$559K	0.01%	554

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

RFG Advisory's BOTZ Position: Q2 2026 in Review

RFG Advisory reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 6.1% in Q2 2026, selling an estimated $67.8K and leaving 27,636 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #555.

RFG Advisory first reported a position in BOTZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

RFG Advisory held 27,636 shares of Global X Robotics & Artificial Intelligence ETF worth $1.05M as of Q2 2026.
RFG Advisory sold 1,783 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $67.8K.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #555 holding.
RFG Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 5 quarters since.
RFG Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $1.11M in Q3 2025.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.