Valmark Advisers’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Valmark Advisers’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	$243K	Sell	6,418 -3,915	-38%	-$149K	﹤0.01%	675
2026 Q1	$343K	Buy	10,333 +2,140	+26%	+$79.1K	﹤0.01%	559
2025 Q4	$297K	Hold	8,193	–	–	﹤0.01%	563
2025 Q3	$290K	Sell	8,193 -441	-5%	-$14.9K	﹤0.01%	564
2025 Q2	$282K	Buy	+8,634	New	+$256K	﹤0.01%	564
2025 Q1	–	Sell	-7,465	Closed	-$238K	–	605
2024 Q4	$238K	Buy	7,465 +550	+8%	+$17.9K	﹤0.01%	554
2024 Q3	$222K	Buy	+6,915	New	+$212K	﹤0.01%	561

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

Valmark Advisers's BOTZ Position: Q2 2026 in Review

Valmark Advisers reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 38% in Q2 2026, selling an estimated $149K and leaving 6,418 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Valmark Advisers first reported a position in BOTZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $343K in Q1 2026. 460 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Valmark Advisers held 6,418 shares of Global X Robotics & Artificial Intelligence ETF worth $243K as of Q2 2026.
Valmark Advisers sold 3,915 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $149K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #675 holding.
Valmark Advisers first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2024 and has held it in 7 quarters since.
Valmark Advisers's Global X Robotics & Artificial Intelligence ETF position peaked at $343K in Q1 2026.
460 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.