James T. Borello RIA’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

James T. Borello RIA’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	$44.6K	Hold	1,265	–	–	0.01%	260
2026 Q2	$48K	Hold	1,265	–	–	0.01%	241
2026 Q1	$42K	Hold	1,265	–	–	0.01%	244
2025 Q4	$45.8K	Hold	1,265	–	–	0.01%	187
2025 Q3	$44.8K	Hold	1,265	–	–	0.01%	168
2025 Q2	$41.3K	Buy	+1,265	New	+$37.5K	0.01%	150

Other funds holding BOTZ

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's BOTZ Position: Q3 2026 in Review

James T. Borello RIA held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q3 2026 at 1,265 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #260.

James T. Borello RIA first reported a position in BOTZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $48K in Q2 2026. 89 funds tracked by Wall St. Rank hold BOTZ as of Q3 2026.

James T. Borello RIA held 1,265 shares of Global X Robotics & Artificial Intelligence ETF worth $44.6K as of Q3 2026.
James T. Borello RIA left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q3 2026.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #260 holding.
James T. Borello RIA first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's Global X Robotics & Artificial Intelligence ETF position peaked at $48K in Q2 2026.
89 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.