Edgemoor Investment Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Edgemoor Investment Advisors’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	–	Sell	-9,821	Closed	-$280K	–	172
2025 Q1	$280K	Hold	9,821	–	–	0.03%	140
2024 Q4	$314K	Sell	9,821 -11,500	-54%	-$375K	0.03%	134
2024 Q3	$685K	Buy	21,321 +13	+0.1%	+$398	0.06%	106
2024 Q2	$657K	Hold	21,308	–	–	0.06%	100
2024 Q1	$678K	Buy	21,308 +1	+0%	+$30	0.06%	100
2023 Q4	$607K	Hold	21,307	–	–	0.06%	105
2023 Q3	$527K	Buy	21,307 +17	+0.1%	+$459	0.06%	109
2023 Q2	$612K	Hold	21,290	–	–	0.07%	101
2023 Q1	$543K	Hold	21,290	–	–	0.07%	106
2022 Q4	$438K	Hold	21,290	–	–	0.05%	121
2022 Q3	$385K	Buy	21,290 +7,148	+51%	+$151K	0.05%	111
2022 Q2	$287K	Buy	14,142 +2,372	+20%	+$56.1K	0.04%	126
2022 Q1	$341K	Buy	+11,770	New	+$351K	0.04%	126
2021 Q3	–	Sell	-7,400	Closed	-$259K	–	139
2021 Q2	$259K	Buy	+7,400	New	+$254K	0.02%	123

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Edgemoor Investment Advisors's BOTZ Position: Q2 2025 in Review

Edgemoor Investment Advisors sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2025, closing a stake of 9,821 shares — an estimated $280K sold.

Edgemoor Investment Advisors first reported a position in BOTZ in Q2 2021 and held it in 14 quarters. The position peaked at $685K in Q3 2024. 385 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

Edgemoor Investment Advisors reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2025 after selling out during the quarter.
Edgemoor Investment Advisors sold 9,821 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $280K.
Edgemoor Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2021 and held it in 14 quarters.
Edgemoor Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $685K in Q3 2024.
385 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.