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 Q2	$14.2K	Hold	373	–	–	﹤0.01%	558
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 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

SOA Wealth Advisors's BOTZ Position: Q2 2026 in Review

SOA Wealth Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 373 shares worth $14.2K. 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 23 quarters since. The position peaked at $44K in Q4 2020. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

SOA Wealth Advisors held 373 shares of Global X Robotics & Artificial Intelligence ETF worth $14.2K as of Q2 2026.
SOA Wealth Advisors left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 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 23 quarters since.
SOA Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $44K in Q4 2020.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.