Envestnet Portfolio Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-5,737	Closed	-$208K	–	1310
2025 Q4	$208K	Buy	+5,737	New	+$208K	﹤0.01%	1451
2025 Q3	–	Sell	-23,950	Closed	-$782K	–	1460
2025 Q2	$782K	Sell	23,950 -2,928	-11%	-$86.7K	﹤0.01%	894
2025 Q1	$765K	Buy	26,878 +11,130	+71%	+$359K	﹤0.01%	883
2024 Q4	$503K	Buy	15,748 +314	+2%	+$10.2K	﹤0.01%	1239
2024 Q3	$496K	Buy	15,434 +221	+1%	+$6.77K	﹤0.01%	1206
2024 Q2	$469K	Sell	15,213 -8,510	-36%	-$262K	﹤0.01%	1171
2024 Q1	$755K	Buy	23,723 +15,710	+196%	+$473K	﹤0.01%	950
2023 Q4	$228K	Sell	8,013 -2,872	-26%	-$73.3K	﹤0.01%	1439
2023 Q3	$269K	Buy	+10,885	New	+$294K	﹤0.01%	1284

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's BOTZ Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2026, closing a stake of 5,737 shares — an estimated $208K sold.

Envestnet Portfolio Solutions first reported a position in BOTZ in Q3 2023 and held it in 9 quarters. The position peaked at $782K in Q2 2025. 444 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 5,737 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $208K.
Envestnet Portfolio Solutions first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Global X Robotics & Artificial Intelligence ETF position peaked at $782K in Q2 2025.
444 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.