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Sterling Investment Advisors (Pennsylvania)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$4.74M Buy
125,015
+550
+0.4% +$20.9K 0.79% 37
2026
Q1 		$4.13M Buy
124,465
+2,485
+2% +$91.8K 0.75% 42
2025
Q4 		$4.42M Buy
121,980
+2,195
+2% +$79.6K 0.81% 41
2025
Q3 		$4.24M Buy
119,785
+160
+0.1% +$5.4K 0.83% 38
2025
Q2 		$3.91M Buy
119,625
+4,925
+4% +$146K 0.86% 35
2025
Q1 		$3.26M Buy
114,700
+10,680
+10% +$345K 0.78% 39
2024
Q4 		$3.32M Buy
104,020
+10,850
+12% +$354K 0.81% 39
2024
Q3 		$3M Sell
93,170
-125
-0.1% -$3.83K 0.76% 46
2024
Q2 		$2.88M Buy
93,295
+20,800
+29% +$641K 0.78% 46
2024
Q1 		$2.31M Buy
72,495
+54,055
+293% +$1.63M 0.65% 53
2023
Q4 		$526K Buy
18,440
+3,250
+21% +$83K 0.16% 95
2023
Q3 		$375K Buy
+15,190
New +$410K 0.13% 103
2022
Q3 		– Sell
-2,390
Closed -$49K – 180
2022
Q2 		$49K Sell
2,390
-2,000
-46% -$47.3K 0.02% 225
2022
Q1 		$127K Hold
4,390
– – 0.04% 174
2021
Q4 		$158K Hold
4,390
– – 0.04% 160
2021
Q3 		$161K Hold
4,390
– – 0.05% 159
2021
Q2 		$153K Hold
4,390
– – 0.04% 164
2021
Q1 		$145K Buy
4,390
+100
+2% +$3.42K 0.05% 157
2020
Q4 		$142K Hold
4,290
– – 0.05% 151
2020
Q3 		$120K Buy
4,290
+90
+2% +$2.37K 0.05% 154
2020
Q2 		$100K Hold
4,200
– – 0.04% 159
2020
Q1 		$76K Hold
4,200
– – 0.04% 159
2019
Q4 		$91K Hold
4,200
– – 0.04% 156
2019
Q3 		$84K Hold
4,200
– – 0.04% 161
2019
Q2 		$87K Hold
4,200
– – 0.04% 157
2019
Q1 		$84K Hold
4,200
– – 0.04% 166
2018
Q4 		$70K Buy
+4,200
New +$81.5K 0.04% 165

Other funds holding BOTZ

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BOTZ Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.44% in Q2 2026, buying an estimated $20.9K and bringing the position to 125,015 shares worth $4.74M. The position accounts for 0.79% of the portfolio, ranked #37.

Sterling Investment Advisors (Pennsylvania) first reported a position in BOTZ in Q4 2018 and has held it in 27 quarters since. 240 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 125,015 shares of Global X Robotics & Artificial Intelligence ETF worth $4.74M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 550 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $20.9K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.79% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #37 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2018 and has held it in 27 quarters since.
  • 240 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.