N.E.W. Advisory Services’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

N.E.W. Advisory 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	–	Sell	-34	Closed	-$1.13K	–	985
2026 Q1	$1.13K	Sell	34 -40	-54%	-$1.48K	﹤0.01%	864
2025 Q4	$2.68K	Sell	74 -64	-46%	-$2.32K	﹤0.01%	763
2025 Q3	$4.89K	Hold	138	–	–	﹤0.01%	664
2025 Q2	$4.51K	Buy	138 +62	+82%	+$1.84K	﹤0.01%	665
2025 Q1	$2.16K	Buy	+76	New	+$2.45K	﹤0.01%	782

Other funds holding BOTZ

LPL Financial San Diego, California $445B AUM 25.58% 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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

N.E.W. Advisory Services's BOTZ Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026, closing a stake of 34 shares — an estimated $1.13K sold.

N.E.W. Advisory Services first reported a position in BOTZ in Q1 2025 and held it in 5 quarters. The position peaked at $4.89K in Q3 2025. 300 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

N.E.W. Advisory Services reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 34 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $1.13K.
N.E.W. Advisory Services first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2025 and held it in 5 quarters.
N.E.W. Advisory Services's Global X Robotics & Artificial Intelligence ETF position peaked at $4.89K in Q3 2025.
300 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.