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

EPG 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
2025 Q2	–	Sell	-9,615	Closed	-$274K	–	324
2025 Q1	$274K	Sell	9,615 -8,320	-46%	-$269K	0.08%	201
2024 Q4	$573K	Sell	17,935 -1,112	-6%	-$36.2K	0.15%	150
2024 Q3	$612K	Buy	+19,047	New	+$583K	0.15%	147
2024 Q2	–	Sell	-24,412	Closed	-$752K	–	129
2024 Q1	$777K	Buy	24,412 +100	+0.4%	+$3.01K	0.19%	136
2023 Q4	$712K	Buy	24,312 +3	+0%	+$77	0.19%	134
2023 Q3	$601K	Buy	24,309 +12,759	+110%	+$344K	0.18%	133
2023 Q2	$332K	Buy	11,550 +10,150	+725%	+$269K	0.1%	179
2023 Q1	$35.7K	Hold	1,400	–	–	0.01%	309
2022 Q4	$28.8K	Hold	1,400	–	–	0.01%	291
2022 Q3	$25K	Buy	+1,400	New	+$29.5K	0.01%	300
2022 Q2	–	Sell	-1,400	Closed	-$41K	–	229
2022 Q1	$41K	Hold	1,400	–	–	0.01%	301
2021 Q4	$50K	Hold	1,400	–	–	0.02%	292
2021 Q3	$51K	Buy	+1,400	New	+$50.2K	0.02%	271
2020 Q2	–	Sell	-3,739	Closed	-$68K	–	207
2020 Q1	$68K	Buy	+3,739	New	+$77K	0.05%	232

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPG Wealth Management's BOTZ Position: Q2 2025 in Review

EPG Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2025, closing a stake of 9,615 shares — an estimated $274K sold.

EPG Wealth Management first reported a position in BOTZ in Q1 2020 and held it in 14 quarters. The position peaked at $777K in Q1 2024. 384 funds tracked by Wall St. Rank hold BOTZ as of Q2 2025.

EPG Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 9,615 Global X Robotics & Artificial Intelligence ETF shares in Q2 2025, an estimated $274K.
EPG Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2020 and held it in 14 quarters.
EPG Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $777K in Q1 2024.
384 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.