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

Heritage 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	$1.98K	Buy	+52	New	+$1.98K	﹤0.01%	634

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Heritage Wealth Advisors opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026: 52 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings.

460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Heritage Wealth Advisors held 52 shares of Global X Robotics & Artificial Intelligence ETF worth $1.98K as of Q2 2026.
Global X Robotics & Artificial Intelligence ETF was a new Heritage Wealth Advisors position in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #634 holding.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.