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

Provenance Wealth 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 Q2	$13.2K	Hold	348	–	–	﹤0.01%	324
2026 Q1	$11.6K	Hold	348	–	–	﹤0.01%	305
2025 Q4	$12.6K	Hold	348	–	–	﹤0.01%	292
2025 Q3	$12.3K	Hold	348	–	–	﹤0.01%	318
2025 Q2	$11.4K	Hold	348	–	–	﹤0.01%	303
2025 Q1	$9.9K	Hold	348	–	–	﹤0.01%	320
2024 Q4	$11.1K	Hold	348	–	–	﹤0.01%	309
2024 Q3	$11.2K	Hold	348	–	–	﹤0.01%	329
2024 Q2	$10.7K	Hold	348	–	–	﹤0.01%	292
2024 Q1	$11.1K	Hold	348	–	–	﹤0.01%	317
2023 Q4	$9.92K	Buy	+348	New	+$8.88K	﹤0.01%	320

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

Provenance Wealth Advisors's BOTZ Position: Q2 2026 in Review

Provenance Wealth Advisors held its Global X Robotics & Artificial Intelligence ETF (BOTZ) position steady in Q2 2026 at 348 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Provenance Wealth Advisors first reported a position in BOTZ in Q4 2023 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Provenance Wealth Advisors held 348 shares of Global X Robotics & Artificial Intelligence ETF worth $13.2K as of Q2 2026.
Provenance Wealth Advisors 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 Provenance Wealth Advisors's portfolio in Q2 2026, its #324 holding.
Provenance Wealth Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and has held it in 11 quarters since.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.