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

Lowe 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
2025 Q3	$1.77K	Hold	50	–	–	﹤0.01%	342
2025 Q2	$1.63K	Hold	50	–	–	﹤0.01%	331
2025 Q1	$1.42K	Hold	50	–	–	﹤0.01%	339
2024 Q4	$1.6K	Hold	50	–	–	﹤0.01%	330
2024 Q3	$1.61K	Hold	50	–	–	﹤0.01%	283
2024 Q2	$1.54K	Hold	50	–	–	﹤0.01%	282
2024 Q1	$1.59K	Hold	50	–	–	﹤0.01%	271
2023 Q4	$1.43K	Hold	50	–	–	﹤0.01%	280
2023 Q3	$1.24K	Sell	50 -330	-87%	-$8.9K	﹤0.01%	273
2023 Q2	$10.9K	Hold	380	–	–	0.01%	209
2023 Q1	$9.69K	Hold	380	–	–	0.01%	211
2022 Q4	$7.81K	Hold	380	–	–	﹤0.01%	227
2022 Q3	$7K	Sell	380 -1,075	-74%	-$22.7K	﹤0.01%	218
2022 Q2	$30K	Sell	1,455 -11,185	-88%	-$264K	0.02%	119
2022 Q1	$367K	Sell	12,640 -1,565	-11%	-$46.6K	0.17%	37
2021 Q4	$511K	Buy	14,205 +1,275	+10%	+$47K	0.22%	29
2021 Q3	$473K	Buy	+12,930	New	+$464K	0.22%	29
2018 Q3	–	Sell	-24	Closed	-$1K	–	292
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	218
2018 Q1	$1K	Buy	+24	New	+$604	﹤0.01%	223

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lowe Wealth Advisors's BOTZ Position: Q3 2025 in Review

Lowe Wealth Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q3 2025 at 50 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Lowe Wealth Advisors first reported a position in BOTZ in Q1 2018 and has held it in 19 quarters since. The position peaked at $511K in Q4 2021. 406 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

Lowe Wealth Advisors held 50 shares of Global X Robotics & Artificial Intelligence ETF worth $1.77K as of Q3 2025.
Lowe Wealth Advisors left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q3 2025.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #342 holding.
Lowe Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2018 and has held it in 19 quarters since.
Lowe Wealth Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $511K in Q4 2021.
406 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.