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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors's BOTZ Position: Q1 2026 in Review

Kovack Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 14% in Q1 2026, selling an estimated $54.9K and leaving 8,823 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #761.

Kovack Advisors first reported a position in BOTZ in Q1 2018 and has held it in 11 quarters since. The position peaked at $373K in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Kovack Advisors held 8,823 shares of Global X Robotics & Artificial Intelligence ETF worth $298K as of Q1 2026.
Kovack Advisors sold 1,486 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $54.9K.
Global X Robotics & Artificial Intelligence ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #761 holding.
Kovack Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 11 quarters since.
Kovack Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $373K in Q4 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.