AAS
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Avantax Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$3.47M Buy
106,265
+671
+0.6% +$19.9K 0.02% 573
2025
Q1 		$3.01M Buy
105,594
+9,486
+10% +$306K 0.02% 576
2024
Q4 		$3.07M Sell
96,108
-279
-0.3% -$9.09K 0.02% 554
2024
Q3 		$3.1M Buy
96,387
+443
+0.5% +$13.6K 0.02% 533
2024
Q2 		$2.96M Buy
95,944
+14,251
+17% +$439K 0.02% 532
2024
Q1 		$2.6M Buy
81,693
+19,104
+31% +$575K 0.02% 472
2023
Q4 		$1.78M Buy
62,589
+16,467
+36% +$420K 0.02% 536
2023
Q3 		$1.14M Buy
46,122
+16,430
+55% +$443K 0.01% 636
2023
Q2 		$853K Buy
+29,692
New +$788K 0.01% 741
2022
Q3 		– Sell
-10,525
Closed -$214K – 1335
2022
Q2 		$214K Buy
10,525
+152
+1% +$3.59K ﹤0.01% 1169
2022
Q1 		$301K Buy
10,373
+240
+2% +$7.15K ﹤0.01% 997
2021
Q4 		$364K Sell
10,133
-452
-4% -$16.7K 0.01% 886
2021
Q3 		$386K Sell
10,585
-38
-0.4% -$1.36K 0.01% 814
2021
Q2 		$371K Buy
10,623
+1,550
+17% +$53.2K 0.01% 812
2021
Q1 		$302K Buy
9,073
+1,173
+15% +$40.1K 0.01% 807
2020
Q4 		$263K Sell
7,900
-8,306
-51% -$254K 0.01% 784
2020
Q3 		$454K Buy
+16,206
New +$427K 0.01% 835
2020
Q2 		– Sell
-35,059
Closed -$635K – 855
2020
Q1 		$635K Sell
35,059
-2,604
-7% -$53.7K 0.02% 385
2019
Q4 		$825K Buy
37,663
+3,547
+10% +$74.9K 0.02% 374
2019
Q3 		$687K Buy
+34,116
New +$667K 0.03% 272

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Avantax Advisory Services's BOTZ Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.64% in Q2 2025, buying an estimated $19.9K and bringing the position to 106,265 shares worth $3.47M. The position accounts for 0.02% of the portfolio, ranked #573.

Avantax Advisory Services first reported a position in BOTZ in Q3 2019 and has held it in 20 quarters since. 383 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

  • Avantax Advisory Services held 106,265 shares of Global X Robotics & Artificial Intelligence ETF worth $3.47M as of Q2 2025.
  • Avantax Advisory Services bought 671 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $19.9K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #573 holding.
  • Avantax Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2019 and has held it in 20 quarters since.
  • 383 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.