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 Q2	$714K	Buy	18,814 +771	+4%	+$29.3K	﹤0.01%	1014
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 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

Waverly Advisors's BOTZ Position: Q2 2026 in Review

Waverly Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 4.3% in Q2 2026, buying an estimated $29.3K and bringing the position to 18,814 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Waverly Advisors first reported a position in BOTZ in Q2 2025 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Waverly Advisors held 18,814 shares of Global X Robotics & Artificial Intelligence ETF worth $714K as of Q2 2026.
Waverly Advisors bought 771 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $29.3K.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1014 holding.
Waverly Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2025 and has held it in 5 quarters since.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.