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

Wealth Alliance’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 		$295K Sell
8,888
-950
-10% -$35.1K 0.03% 436
2025
Q4 		$356K Sell
9,838
-536
-5% -$19.4K 0.03% 389
2025
Q3 		$368K Buy
10,374
+1,752
+20% +$59.1K 0.04% 369
2025
Q2 		$282K Buy
8,622
+2
+0% +$59 0.03% 430
2025
Q1 		$245K Buy
8,620
+1,882
+28% +$60.8K 0.03% 443
2024
Q4 		$215K Sell
6,738
-71
-1% -$2.31K 0.03% 462
2024
Q3 		$219K Buy
+6,809
New +$209K 0.03% 485

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

Wealth Alliance's BOTZ Position: Q1 2026 in Review

Wealth Alliance reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 9.7% in Q1 2026, selling an estimated $35.1K and leaving 8,888 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #436.

Wealth Alliance first reported a position in BOTZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $368K in Q3 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Wealth Alliance held 8,888 shares of Global X Robotics & Artificial Intelligence ETF worth $295K as of Q1 2026.
  • Wealth Alliance sold 950 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $35.1K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #436 holding.
  • Wealth Alliance first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealth Alliance's Global X Robotics & Artificial Intelligence ETF position peaked at $368K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.