Toth Financial Advisory
BOTZ icon

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

Toth Financial 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
Q3 		$484K Sell
13,750
-1,480
-10% -$53K 0.05% 177
2026
Q2 		$578K Buy
15,230
+1,000
+7% +$38K 0.06% 170
2026
Q1 		$473K Buy
14,230
+2,660
+23% +$98.3K 0.05% 169
2025
Q4 		$419K Buy
11,570
+3,000
+35% +$109K 0.05% 175
2025
Q3 		$304K Buy
8,570
+8,465
+8,062% +$285K 0.03% 198
2025
Q2 		$3.43K Sell
105
-133
-56% -$3.94K ﹤0.01% 592
2025
Q1 		$6.76K Sell
238
-24
-9% -$775 ﹤0.01% 495
2024
Q4 		$8.36K Buy
262
+2
+0.8% +$65 ﹤0.01% 468
2024
Q3 		$8.35K Buy
260
+1
+0.4% +$31 ﹤0.01% 467
2024
Q2 		$8K Hold
259
– – ﹤0.01% 482
2024
Q1 		$8.25K Buy
259
+4
+2% +$120 ﹤0.01% 475
2023
Q4 		$7.28K Sell
255
-20
-7% -$511 ﹤0.01% 486
2023
Q3 		$6.81K Buy
275
+2
+0.7% +$54 ﹤0.01% 483
2023
Q2 		$7.85K Buy
273
+50
+22% +$1.33K ﹤0.01% 503
2023
Q1 		$5.69K Buy
223
+11
+5% +$259 ﹤0.01% 528
2022
Q4 		$4.36K Sell
212
-19
-8% -$382 ﹤0.01% 518
2022
Q3 		$4K Buy
231
+10
+5% +$211 ﹤0.01% 564
2022
Q2 		$4K Hold
221
– – ﹤0.01% 528
2022
Q1 		$6K Sell
221
-60
-21% -$1.79K ﹤0.01% 516
2021
Q4 		$10K Sell
281
-80
-22% -$2.95K ﹤0.01% 489
2021
Q3 		$13K Sell
361
-117
-24% -$4.2K ﹤0.01% 441
2021
Q2 		$17K Buy
478
+14
+3% +$480 ﹤0.01% 399
2021
Q1 		$15K Buy
464
+122
+36% +$4.18K ﹤0.01% 422
2020
Q4 		$11K Hold
342
– – ﹤0.01% 394
2020
Q3 		$10K Buy
342
+227
+197% +$5.98K ﹤0.01% 370
2020
Q2 		$3K Buy
115
+15
+15% +$322 ﹤0.01% 440
2020
Q1 		$2K Hold
100
– – ﹤0.01% 380
2019
Q4 		$2K Hold
100
– – ﹤0.01% 408
2019
Q3 		$2K Hold
100
– – ﹤0.01% 394
2019
Q2 		$2K Buy
+100
New +$2.04K ﹤0.01% 406
2018
Q3 		– Sell
-300
Closed -$7K – 432
2018
Q2 		$7K Hold
300
– – ﹤0.01% 333
2018
Q1 		$7K Hold
300
– – ﹤0.01% 336
2017
Q4 		$7K Buy
+300
New +$7.04K ﹤0.01% 339

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Commonwealth Equity Services
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Toth Financial Advisory's BOTZ Position: Q3 2026 in Review

Toth Financial Advisory reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 9.7% in Q3 2026, selling an estimated $53K and leaving 13,750 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #177.

Toth Financial Advisory first reported a position in BOTZ in Q4 2017 and has held it in 33 quarters since. The position peaked at $578K in Q2 2026. 263 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

  • Toth Financial Advisory held 13,750 shares of Global X Robotics & Artificial Intelligence ETF worth $484K as of Q3 2026.
  • Toth Financial Advisory sold 1,480 Global X Robotics & Artificial Intelligence ETF shares in Q3 2026, an estimated $53K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.05% of Toth Financial Advisory's portfolio in Q3 2026, its #177 holding.
  • Toth Financial Advisory first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2017 and has held it in 33 quarters since.
  • Toth Financial Advisory's Global X Robotics & Artificial Intelligence ETF position peaked at $578K in Q2 2026.
  • 263 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.