Envestnet Portfolio Solutions
BOTZ icon

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
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return