Kestra Private Wealth Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Kestra Private Wealth Services’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	$274K	Sell	7,221 -7,552	-51%	-$287K	﹤0.01%	1543
2026 Q1	$491K	Sell	14,773 -10,377	-41%	-$383K	0.01%	1219
2025 Q4	$911K	Buy	25,150 +844	+3%	+$30.6K	0.01%	843
2025 Q3	$861K	Sell	24,306 -1,027	-4%	-$34.6K	0.01%	844
2025 Q2	$827K	Buy	25,333 +5,979	+31%	+$177K	0.01%	816
2025 Q1	$551K	Buy	19,354 +3,012	+18%	+$97.2K	0.01%	914
2024 Q4	$522K	Buy	16,342 +2,510	+18%	+$81.8K	0.01%	899
2024 Q3	$445K	Buy	13,832 +556	+4%	+$17K	0.01%	922
2024 Q2	$410K	Buy	+13,276	New	+$409K	0.01%	914

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

Kestra Private Wealth Services's BOTZ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 51% in Q2 2026, selling an estimated $287K and leaving 7,221 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Kestra Private Wealth Services first reported a position in BOTZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $911K in Q4 2025. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Kestra Private Wealth Services held 7,221 shares of Global X Robotics & Artificial Intelligence ETF worth $274K as of Q2 2026.
Kestra Private Wealth Services sold 7,552 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $287K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1543 holding.
Kestra Private Wealth Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's Global X Robotics & Artificial Intelligence ETF position peaked at $911K in Q4 2025.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.