KA
BOTZ icon

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

Kovack 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 		$798K Buy
21,017
+12,194
+138% +$464K 0.04% 458
2026
Q1 		$298K Sell
8,823
-1,486
-14% -$54.9K 0.02% 761
2025
Q4 		$373K Buy
10,309
+1,261
+14% +$45.7K 0.02% 688
2025
Q3 		$321K Buy
9,048
+61
+0.7% +$2.06K 0.03% 443
2025
Q2 		$293K Sell
8,987
-77
-0.8% -$2.28K 0.03% 465
2025
Q1 		$258K Buy
9,064
+420
+5% +$13.6K 0.03% 468
2024
Q4 		$276K Buy
8,644
+60
+0.7% +$1.96K 0.03% 472
2024
Q3 		$276K Buy
8,584
+107
+1% +$3.28K 0.03% 460
2024
Q2 		$262K Buy
+8,477
New +$261K 0.03% 455
2024
Q1 		– Sell
-7,358
Closed -$210K – 489
2023
Q4 		$210K Buy
+7,358
New +$188K 0.02% 512
2018
Q3 		– Sell
-13,800
Closed -$304K – 476
2018
Q2 		$304K Sell
13,800
-163
-1% -$3.81K 0.08% 270
2018
Q1 		$338K Buy
+13,963
New +$351K 0.08% 278

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

Kovack Advisors's BOTZ Position: Q2 2026 in Review

Kovack Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 138% in Q2 2026, buying an estimated $464K and bringing the position to 21,017 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #458.

Kovack Advisors first reported a position in BOTZ in Q1 2018 and has held it in 12 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Kovack Advisors held 21,017 shares of Global X Robotics & Artificial Intelligence ETF worth $798K as of Q2 2026.
  • Kovack Advisors bought 12,194 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $464K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #458 holding.
  • Kovack Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 12 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.