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Private Wealth Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Private Wealth Asset Management’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 		$12.5K Hold
330
– – ﹤0.01% 680
2026
Q1 		$11K Hold
330
– – ﹤0.01% 681
2025
Q4 		$12K Buy
330
+230
+230% +$8.34K ﹤0.01% 640
2025
Q3 		$3.54K Buy
+100
New +$3.37K ﹤0.01% 778

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Private Wealth Asset Management's BOTZ Position: Q2 2026 in Review

Private Wealth Asset Management held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 330 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Private Wealth Asset Management first reported a position in BOTZ in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Private Wealth Asset Management held 330 shares of Global X Robotics & Artificial Intelligence ETF worth $12.5K as of Q2 2026.
  • Private Wealth Asset Management left its Global X Robotics & Artificial Intelligence ETF share count unchanged in Q2 2026.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #680 holding.
  • Private Wealth Asset Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.