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

AE Wealth Management’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 		$14.5K Sell
437
-94
-18% -$3.47K ﹤0.01% 2206
2025
Q4 		$19.2K Sell
531
-893
-63% -$32.4K ﹤0.01% 2035
2025
Q3 		$50.5K Buy
1,424
+760
+114% +$25.6K ﹤0.01% 1714
2025
Q2 		$21.7K Buy
664
+226
+52% +$6.7K ﹤0.01% 1748
2025
Q1 		$12.5K Sell
438
-58
-12% -$1.87K ﹤0.01% 1825
2024
Q4 		$15.8K Buy
+496
New +$16.2K ﹤0.01% 1776
2024
Q1 		– Sell
-16,853
Closed -$492K – 1246
2023
Q4 		$492K Buy
16,853
+2,789
+20% +$71.2K ﹤0.01% 1447
2023
Q3 		$348K Sell
14,064
-17,603
-56% -$475K ﹤0.01% 1546
2023
Q2 		$910K Buy
31,667
+18,064
+133% +$479K 0.01% 1125
2023
Q1 		$347K Buy
13,603
+19
+0.1% +$447 ﹤0.01% 1483
2022
Q4 		$279K Sell
13,584
-8,151
-38% -$164K ﹤0.01% 1533
2022
Q3 		$393K Buy
21,735
+7,426
+52% +$156K ﹤0.01% 1368
2022
Q2 		$291K Buy
14,309
+4,621
+48% +$109K ﹤0.01% 1444
2022
Q1 		$281K Sell
9,688
-6,329
-40% -$189K ﹤0.01% 1445
2021
Q4 		$576K Sell
16,017
-3,733
-19% -$138K ﹤0.01% 1197
2021
Q3 		$722K Sell
19,750
-84,074
-81% -$3.02M 0.01% 994
2021
Q2 		$3.63M Sell
103,824
-31,198
-23% -$1.07M 0.03% 461
2021
Q1 		$4.47M Buy
135,022
+30,341
+29% +$1.04M 0.05% 341
2020
Q4 		$3.47M Buy
104,681
+94,822
+962% +$2.9M 0.04% 347
2020
Q3 		$275K Buy
+9,859
New +$260K ﹤0.01% 1069
2019
Q3 		– Sell
-11,175
Closed -$232K – 995
2019
Q2 		$232K Buy
+11,175
New +$228K 0.01% 851
2018
Q4 		– Sell
-9,280
Closed -$212K – 493
2018
Q3 		$212K Buy
9,280
+111
+1% +$2.48K 0.01% 544
2018
Q2 		$202K Buy
+9,169
New +$214K 0.01% 422

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

AE Wealth Management's BOTZ Position: Q1 2026 in Review

AE Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 18% in Q1 2026, selling an estimated $3.47K and leaving 437 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

AE Wealth Management first reported a position in BOTZ in Q2 2018 and has held it in 23 quarters since. The position peaked at $4.47M in Q1 2021. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • AE Wealth Management held 437 shares of Global X Robotics & Artificial Intelligence ETF worth $14.5K as of Q1 2026.
  • AE Wealth Management sold 94 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $3.47K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2206 holding.
  • AE Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2018 and has held it in 23 quarters since.
  • AE Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $4.47M in Q1 2021.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.