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Sterling Investment Counsel’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Sterling Investment Counsel’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 		$1.71M Buy
45,056
+2,245
+5% +$85.4K 0.4% 43
2026
Q1 		$1.42M Buy
42,811
+579
+1% +$21.4K 0.4% 49
2025
Q4 		$1.53M Buy
42,232
+598
+1% +$21.7K 0.44% 43
2025
Q3 		$1.48M Buy
41,634
+8,007
+24% +$270K 0.47% 41
2025
Q2 		$1.1M Sell
33,627
-7,916
-19% -$234K 0.64% 25
2025
Q1 		$1.18M Buy
41,543
+9,037
+28% +$292K 0.4% 45
2024
Q4 		$1.04M Sell
32,506
-6,695
-17% -$218K 0.69% 27
2024
Q3 		$1.26M Buy
39,201
+775
+2% +$23.7K 0.45% 45
2024
Q2 		$1.19M Sell
38,426
-255
-0.7% -$7.86K 0.47% 40
2024
Q1 		$1.23M Buy
38,681
+2,960
+8% +$89.1K 0.57% 38
2023
Q4 		$1.02M Sell
35,721
-904
-2% -$23.1K 0.52% 38
2023
Q3 		$905K Buy
36,625
+294
+0.8% +$7.93K 0.52% 37
2023
Q2 		$1.04M Sell
36,331
-21
-0.1% -$557 0.56% 31
2023
Q1 		$927K Buy
36,352
+4,794
+15% +$113K 0.55% 32
2022
Q4 		$649K Sell
31,558
-1,332
-4% -$26.8K 0.4% 47
2022
Q3 		$594K Buy
32,890
+1,548
+5% +$32.6K 0.43% 43
2022
Q2 		$636K Buy
31,342
+2,055
+7% +$48.6K 0.49% 34
2022
Q1 		$849K Buy
29,287
+2,363
+9% +$70.4K 0.57% 31
2021
Q4 		$968K Buy
+26,924
New +$992K 0.66% 27

Other funds holding BOTZ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Sterling Investment Counsel's BOTZ Position: Q2 2026 in Review

Sterling Investment Counsel increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 5.2% in Q2 2026, buying an estimated $85.4K and bringing the position to 45,056 shares worth $1.71M. The position accounts for 0.4% of the portfolio, ranked #43.

Sterling Investment Counsel first reported a position in BOTZ in Q4 2021 and has held it in 19 quarters since. 185 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Sterling Investment Counsel held 45,056 shares of Global X Robotics & Artificial Intelligence ETF worth $1.71M as of Q2 2026.
  • Sterling Investment Counsel bought 2,245 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $85.4K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.4% of Sterling Investment Counsel's portfolio in Q2 2026, its #43 holding.
  • Sterling Investment Counsel first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and has held it in 19 quarters since.
  • 185 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.