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

NewEdge Wealth’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	$664K	Buy	17,508 +645	+4%	+$24.5K	0.01%	780
2026 Q1	$560K	Sell	16,863 -2,712	-14%	-$100K	0.01%	783
2025 Q4	$709K	Sell	19,575 -289	-1%	-$10.5K	0.01%	722
2025 Q3	$735K	Buy	19,864 +4,364	+28%	+$147K	0.01%	641
2025 Q2	$518K	Buy	15,500 +5,744	+59%	+$170K	0.01%	702
2025 Q1	$278K	Sell	9,756 -62	-0.6%	-$2K	0.01%	789
2024 Q4	$314K	Buy	9,818 +155	+2%	+$5.05K	0.01%	751
2024 Q3	$311K	Buy	+9,663	New	+$296K	0.01%	719

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

NewEdge Wealth's BOTZ Position: Q2 2026 in Review

NewEdge Wealth increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 3.8% in Q2 2026, buying an estimated $24.5K and bringing the position to 17,508 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #780.

NewEdge Wealth first reported a position in BOTZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $735K in Q3 2025. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

NewEdge Wealth held 17,508 shares of Global X Robotics & Artificial Intelligence ETF worth $664K as of Q2 2026.
NewEdge Wealth bought 645 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $24.5K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #780 holding.
NewEdge Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $735K in Q3 2025.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.