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

Evolution 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
2026
Q1 		$32.6K Hold
980
– – 0.02% 341
2025
Q4 		$35.5K Hold
980
– – 0.03% 281
2025
Q3 		$34.7K Hold
980
– – 0.04% 237
2025
Q2 		$32K Buy
+980
New +$29K 0.04% 227

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Management's BOTZ Position: Q1 2026 in Review

Evolution Wealth Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q1 2026 at 980 shares worth $32.6K. The position accounts for 0.02% of the portfolio, ranked #341.

Evolution Wealth Management first reported a position in BOTZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $35.5K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Evolution Wealth Management held 980 shares of Global X Robotics & Artificial Intelligence ETF worth $32.6K as of Q1 2026.
  • Evolution Wealth Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q1 2026.
  • Global X Robotics & Artificial Intelligence ETF made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Evolution Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $35.5K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.