EWA
BOTZ icon

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

EverSource 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 		$108K Buy
2,853
+388
+16% +$14.8K ﹤0.01% 1339
2026
Q1 		$81.9K Sell
2,465
-1
-0% -$37 ﹤0.01% 1556
2025
Q4 		$89.3K Buy
2,466
+2,074
+529% +$75.2K ﹤0.01% 1379
2025
Q3 		$13.9K Buy
392
+6
+2% +$202 ﹤0.01% 2620
2025
Q2 		$12.6K Sell
386
-616
-61% -$18.2K ﹤0.01% 2652
2025
Q1 		$28.5K Sell
1,002
-221
-18% -$7.13K ﹤0.01% 1503
2024
Q4 		$39.1K Buy
1,223
+607
+99% +$19.8K ﹤0.01% 1296
2024
Q3 		$19.8K Hold
616
– – ﹤0.01% 1491
2024
Q2 		$19K Buy
616
+275
+81% +$8.48K ﹤0.01% 1530
2024
Q1 		$10.2K Buy
+341
New +$10.3K ﹤0.01% 1681
2023
Q3 		– Sell
-200
Closed -$5.75K – 2522
2023
Q2 		$5.75K Buy
+200
New +$5.31K ﹤0.01% 1677

Other funds holding BOTZ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 16% in Q2 2026, buying an estimated $14.8K and bringing the position to 2,853 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

EverSource Wealth Advisors first reported a position in BOTZ in Q2 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • EverSource Wealth Advisors held 2,853 shares of Global X Robotics & Artificial Intelligence ETF worth $108K as of Q2 2026.
  • EverSource Wealth Advisors bought 388 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $14.8K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1339 holding.
  • EverSource Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2023 and has held it in 11 quarters since.
  • 121 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.