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

Endowment 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
2026 Q2	$893K	Sell	23,535 -2,835	-11%	-$108K	0.35%	57
2026 Q1	$876K	Buy	26,370 +3,530	+15%	+$130K	0.39%	54
2025 Q4	$828K	Buy	22,840 +4,320	+23%	+$157K	0.38%	56
2025 Q3	$656K	Buy	18,520 +4,117	+29%	+$139K	0.3%	71
2025 Q2	$470K	Buy	14,403 +3,096	+27%	+$91.7K	0.24%	77
2025 Q1	$322K	Buy	11,307 +3,775	+50%	+$122K	0.21%	98
2024 Q4	$241K	Buy	+7,532	New	+$245K	0.16%	115

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

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

Endowment Wealth Management's BOTZ Position: Q2 2026 in Review

Endowment Wealth Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 11% in Q2 2026, selling an estimated $108K and leaving 23,535 shares worth $893K. The position accounts for 0.35% of the portfolio, ranked #57.

Endowment Wealth Management first reported a position in BOTZ in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Endowment Wealth Management held 23,535 shares of Global X Robotics & Artificial Intelligence ETF worth $893K as of Q2 2026.
Endowment Wealth Management sold 2,835 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $108K.
Global X Robotics & Artificial Intelligence ETF made up 0.35% of Endowment Wealth Management's portfolio in Q2 2026, its #57 holding.
Endowment Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.