ADL
BOTZ icon

Asset Dedication LLC’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Asset Dedication LLC’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
Q2 		$74.6K Buy
1,966
+50
+3% +$1.9K ﹤0.01% 449
2026
Q1 		$63.6K Hold
1,916
– – ﹤0.01% 448
2025
Q4 		$69.4K Hold
1,916
– – ﹤0.01% 451
2025
Q3 		$67.9K Hold
1,916
– – ﹤0.01% 473
2025
Q2 		$62.6K Hold
1,916
– – ﹤0.01% 484
2025
Q1 		$54.5K Hold
1,916
– – ﹤0.01% 466
2024
Q4 		$61.2K Hold
1,916
– – ﹤0.01% 446
2024
Q3 		$61.6K Hold
1,916
– – ﹤0.01% 481
2024
Q2 		$59.1K Hold
1,916
– – ﹤0.01% 475
2024
Q1 		$61K Buy
+1,916
New +$57.7K ﹤0.01% 421

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Dedication LLC's BOTZ Position: Q2 2026 in Review

Asset Dedication LLC increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 2.6% in Q2 2026, buying an estimated $1.9K and bringing the position to 1,966 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Asset Dedication LLC first reported a position in BOTZ in Q1 2024 and has held it in 10 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Asset Dedication LLC held 1,966 shares of Global X Robotics & Artificial Intelligence ETF worth $74.6K as of Q2 2026.
  • Asset Dedication LLC bought 50 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $1.9K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #449 holding.
  • Asset Dedication LLC first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and has held it in 10 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.