Strategic Advocates LLC BOTZ — GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

Ownership history in Strategic Advocates LLC  ·  8 quarters on record

AI Ownership Summary

Strategic Advocates LLC reported GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.41% in 2025 Q1. The latest visible filing shows BOTZ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BOTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Advocates LLC's position in GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BOTZ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BOTZ stock page Strategic Advocates LLC fund profile Strategic Advocates LLC full holdings
How Strategic Advocates LLC held BOTZ — position size vs. price
% of Fund (quarterly)    BOTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 170 -36,719 -99.5% 0.02% $6K 2026-05-15 $40.23
2025 Q4 REDUCED — — — 36,889 -1,010 -2.7% 0.35% $1.3M 2026-02-11 $38.12
2025 Q3 REDUCED 6.4% +3.7% ❌ 37,899 -2,595 -6.4% 0.35% $1.3M 2025-11-26 $34.72
2025 Q2 REDUCED — — — 40,494 -1,000 -2.4% 0.39% $1.3M 2025-07-08 $32.22
2025 Q1 ADDED — — — 41,494 +12,254 +41.9% 0.41% $1.2M 2025-05-08 $29.29
2024 Q4 ADDED — — — 29,240 +6,993 +31.4% 0.32% $934K 2025-01-23 $34.30
2024 Q3 ADDED — — — 22,247 +10,397 +87.7% 0.26% $715K 2024-10-17 $31.28
2024 Q2 INITIATED — — — 11,850 — — 0.15% $366K 2024-07-11 $31.46

🏢 Other funds also holding BOTZ

As of 2026 Q1 — sorted by position size

TPG Financial Advisors, LLC 3Y 7Y 2.36% Sage Capital Management, LLC 1.47% Black Swift Group, LLC 3Y 1.25% Ascent Advisors, LLC 1.25% 1 NORTH WEALTH SERVICES LLC 3Y 7Y 1.18% Clearwater Capital Advisors, LLC 3Y 7Y 1.0% Portland Financial Advisors Inc 1.0% OBSIDIAN CIO, LLC 3Y 0.97% Tepp RIA, LLC 0.91% Foguth Wealth Management, LLC. 0.86%

FAQ About Strategic Advocates LLC and BOTZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Advocates LLC reported owning BOTZ?

Strategic Advocates LLC reported BOTZ across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BOTZ position in Strategic Advocates LLC's portfolio?

The largest reported portfolio weight for BOTZ was 0.41% in 2025 Q1.

What is the latest reported BOTZ position on this page?

The most recent filing on this page is 2026 Q1, when Strategic Advocates LLC reported 170 shares, equal to 0.02% of portfolio, with an estimated market value of $6K.

What does the chart on this BOTZ ownership page compare?

The chart compares Strategic Advocates LLC's quarterly BOTZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Advocates LLC time their BOTZ position?

Based on 13F filing dates vs. subsequent BOTZ price moves, Strategic Advocates LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on BOTZ relative to SPY over the holding period was -3.1%.

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