EP Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

EP Wealth 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	$205K	Buy	+6,268	New	+$186K	﹤0.01%	1244

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

EP Wealth Advisors's BOTZ Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2025: 6,268 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings.

383 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

EP Wealth Advisors held 6,268 shares of Global X Robotics & Artificial Intelligence ETF worth $205K as of Q2 2025.
Global X Robotics & Artificial Intelligence ETF was a new EP Wealth Advisors position in Q2 2025.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1244 holding.
383 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.