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

Waverly 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
Q1 		$599K Buy
18,043
+3,607
+25% +$133K ﹤0.01% 999
2025
Q4 		$523K Buy
14,436
+1,415
+11% +$51.3K ﹤0.01% 988
2025
Q3 		$461K Buy
13,021
+3,663
+39% +$124K ﹤0.01% 877
2025
Q2 		$306K Buy
+9,358
New +$277K ﹤0.01% 961

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waverly Advisors's BOTZ Position: Q1 2026 in Review

Waverly Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 25% in Q1 2026, buying an estimated $133K and bringing the position to 18,043 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Waverly Advisors first reported a position in BOTZ in Q2 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

  • Waverly Advisors held 18,043 shares of Global X Robotics & Artificial Intelligence ETF worth $599K as of Q1 2026.
  • Waverly Advisors bought 3,607 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $133K.
  • Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #999 holding.
  • Waverly Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.