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BOTZ icon

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

NewEdge 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 		$2M Sell
60,309
-2,293
-4% -$84.7K 0.01% 1107
2025
Q4 		$2.27M Sell
62,602
-473
-0.7% -$17.1K 0.01% 1008
2025
Q3 		$2.23M Buy
63,075
+1,898
+3% +$64K 0.01% 957
2025
Q2 		$2M Buy
61,177
+9,415
+18% +$279K 0.01% 937
2025
Q1 		$1.47M Buy
51,762
+10,878
+27% +$351K 0.01% 997
2024
Q4 		$1.31M Buy
40,884
+24,259
+146% +$791K 0.01% 1031
2024
Q3 		$535K Sell
16,625
-1,664
-9% -$51K ﹤0.01% 1440
2024
Q2 		$564K Buy
18,289
+1,895
+12% +$58.4K ﹤0.01% 1340
2024
Q1 		$521K Buy
16,394
+37
+0.2% +$1.11K ﹤0.01% 1326
2023
Q4 		$474K Sell
16,357
-4,115
-20% -$105K ﹤0.01% 1304
2023
Q3 		$506K Sell
20,472
-17,370
-46% -$469K 0.01% 1162
2023
Q2 		$1.09M Buy
37,842
+21,131
+126% +$561K 0.01% 825
2023
Q1 		$426K Sell
16,711
-2,807
-14% -$66K 0.01% 1173
2022
Q4 		$359K Buy
+19,518
New +$393K 0.01% 923

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's BOTZ Position: Q1 2026 in Review

NewEdge Advisors reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.7% in Q1 2026, selling an estimated $84.7K and leaving 60,309 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1107.

NewEdge Advisors first reported a position in BOTZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.27M in Q4 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • NewEdge Advisors held 60,309 shares of Global X Robotics & Artificial Intelligence ETF worth $2M as of Q1 2026.
  • NewEdge Advisors sold 2,293 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $84.7K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1107 holding.
  • NewEdge Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $2.27M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.