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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
2026
Q2 		$209K Buy
+5,521
New +$210K ﹤0.01% 1486
2025
Q2 		$205K Buy
+6,268
New +$186K ﹤0.01% 1244

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EP Wealth Advisors's BOTZ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026: 5,521 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BOTZ as recently as Q2 2025.

EP Wealth Advisors first reported a position in BOTZ in Q2 2025 and has held it in 2 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • EP Wealth Advisors held 5,521 shares of Global X Robotics & Artificial Intelligence ETF worth $209K as of Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF was a new EP Wealth Advisors position in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1486 holding.
  • EP Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 2 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.