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SOA Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

SOA Wealth 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 		$12.4K Buy
373
+1
+0.3% +$37 ﹤0.01% 558
2025
Q4 		$13.5K Hold
372
– – ﹤0.01% 560
2025
Q3 		$13.2K Sell
372
-430
-54% -$14.5K ﹤0.01% 576
2025
Q2 		$26.2K Hold
802
– – ﹤0.01% 458
2025
Q1 		$22.8K Hold
802
– – ﹤0.01% 454
2024
Q4 		$25.6K Buy
802
+170
+27% +$5.54K ﹤0.01% 415
2024
Q3 		$20.3K Buy
632
+1
+0.2% +$31 ﹤0.01% 448
2024
Q2 		$19.5K Hold
631
– – ﹤0.01% 446
2024
Q1 		$20.1K Hold
631
– – ﹤0.01% 443
2023
Q4 		$18K Sell
631
-126
-17% -$3.22K ﹤0.01% 444
2023
Q3 		$18.7K Sell
757
-38
-5% -$1.02K ﹤0.01% 432
2023
Q2 		$22.9K Buy
795
+75
+10% +$1.99K 0.01% 411
2023
Q1 		$18.4K Hold
720
– – ﹤0.01% 439
2022
Q4 		$14.8K Hold
720
– – ﹤0.01% 460
2022
Q3 		$13K Sell
720
-68
-9% -$1.43K ﹤0.01% 462
2022
Q2 		$16K Hold
788
– – ﹤0.01% 418
2022
Q1 		$22K Hold
788
– – 0.01% 444
2021
Q4 		$28K Hold
788
– – 0.01% 384
2021
Q3 		$28K Sell
788
-386
-33% -$13.9K 0.01% 391
2021
Q2 		$41K Sell
1,174
-62
-5% -$2.13K 0.01% 330
2021
Q1 		$40K Hold
1,236
– – 0.01% 294
2020
Q4 		$44K Buy
+1,236
New +$37.8K 0.01% 278

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

SOA Wealth Advisors's BOTZ Position: Q1 2026 in Review

SOA Wealth Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.27% in Q1 2026, buying an estimated $37 and bringing the position to 373 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

SOA Wealth Advisors first reported a position in BOTZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $44K in Q4 2020. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • SOA Wealth Advisors held 373 shares of Global X Robotics & Artificial Intelligence ETF worth $12.4K as of Q1 2026.
  • SOA Wealth Advisors bought 1 Global X Robotics & Artificial Intelligence ETF share in Q1 2026, an estimated $37.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #558 holding.
  • SOA Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $44K in Q4 2020.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.