AssetMark Inc’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

AssetMark Inc’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	$112K	Sell	2,941 -34	-1%	-$1.29K	﹤0.01%	1595
2026 Q1	$98.8K	Buy	2,975 +2,693	+955%	+$99.5K	﹤0.01%	1545
2025 Q4	$10.2K	Buy	282 +257	+1,028%	+$9.32K	﹤0.01%	2210
2025 Q3	$886	Buy	+25	New	+$843	﹤0.01%	2808
2025 Q2	–	Sell	-158	Closed	-$4.5K	–	3021
2025 Q1	$4.5K	Hold	158	–	–	﹤0.01%	2018
2024 Q4	$5.05K	Hold	158	–	–	﹤0.01%	1927
2024 Q3	$5.08K	Sell	158 -1,282	-89%	-$39.3K	﹤0.01%	1731
2024 Q2	$44.4K	Buy	+1,440	New	+$44.4K	﹤0.01%	1253
2023 Q2	–	Sell	-42	Closed	-$1.07K	–	1573
2023 Q1	$1.07K	Buy	+42	New	+$988	﹤0.01%	1441

Other funds holding BOTZ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AssetMark Inc's BOTZ Position: Q2 2026 in Review

AssetMark Inc reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.1% in Q2 2026, selling an estimated $1.29K and leaving 2,941 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

AssetMark Inc first reported a position in BOTZ in Q1 2023 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

AssetMark Inc held 2,941 shares of Global X Robotics & Artificial Intelligence ETF worth $112K as of Q2 2026.
AssetMark Inc sold 34 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $1.29K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1595 holding.
AssetMark Inc first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2023 and has held it in 9 quarters since.
196 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.