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Henson-Edgewater Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Henson-Edgewater 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
Q2 		$767K Sell
20,280
-350
-2% -$13.3K 0.4% 39
2026
Q1 		$685K Sell
20,630
-1,500
-7% -$55.4K 0.44% 40
2025
Q4 		$802K Buy
+22,130
New +$802K 0.47% 36

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

Henson-Edgewater Management's BOTZ Position: Q2 2026 in Review

Henson-Edgewater Management reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 1.7% in Q2 2026, selling an estimated $13.3K and leaving 20,280 shares worth $767K. The position accounts for 0.4% of the portfolio, ranked #39.

Henson-Edgewater Management first reported a position in BOTZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $802K in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Henson-Edgewater Management held 20,280 shares of Global X Robotics & Artificial Intelligence ETF worth $767K as of Q2 2026.
  • Henson-Edgewater Management sold 350 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $13.3K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.4% of Henson-Edgewater Management's portfolio in Q2 2026, its #39 holding.
  • Henson-Edgewater Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2025 and has held it in 3 quarters since.
  • Henson-Edgewater Management's Global X Robotics & Artificial Intelligence ETF position peaked at $802K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.