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

Congress 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
2025
Q2 		$314K Buy
9,615
+1,423
+17% +$42.2K ﹤0.01% 1057
2025
Q1 		$235K Buy
+8,192
New +$264K ﹤0.01% 1000

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Congress Wealth Management's BOTZ Position: Q2 2025 in Review

Congress Wealth Management increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 17% in Q2 2025, buying an estimated $42.2K and bringing the position to 9,615 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Congress Wealth Management first reported a position in BOTZ in Q1 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

  • Congress Wealth Management held 9,615 shares of Global X Robotics & Artificial Intelligence ETF worth $314K as of Q2 2025.
  • Congress Wealth Management bought 1,423 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $42.2K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1057 holding.
  • Congress Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.