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 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 $1.37T 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

NewEdge Wealth's BOTZ Position: Q1 2026 in Review

NewEdge Wealth reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 14% in Q1 2026, selling an estimated $100K and leaving 16,863 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #783.

NewEdge Wealth first reported a position in BOTZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $735K in Q3 2025. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

NewEdge Wealth held 16,863 shares of Global X Robotics & Artificial Intelligence ETF worth $560K as of Q1 2026.
NewEdge Wealth sold 2,712 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $100K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #783 holding.
NewEdge Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $735K in Q3 2025.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

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