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Wealthspire Advisors (New York)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Wealthspire Advisors (New York)’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 		$1.68M Buy
44,298
+3,780
+9% +$144K 0.01% 453
2026
Q1 		$1.35M Buy
40,518
+4,824
+14% +$178K 0.01% 353
2025
Q4 		$1.29M Buy
35,694
+5,252
+17% +$190K 0.01% 378
2025
Q3 		$1.08M Sell
30,442
-6,418
-17% -$216K 0.01% 379
2025
Q2 		$1.2M Sell
36,860
-4,359
-11% -$129K 0.01% 352
2025
Q1 		$1.17M Buy
41,219
+2,080
+5% +$67.1K 0.01% 352
2024
Q4 		$1.25M Sell
39,139
-2,820
-7% -$91.9K 0.01% 327
2024
Q3 		$1.35M Buy
41,959
+1,220
+3% +$37.4K 0.01% 319
2024
Q2 		$1.26M Buy
40,739
+5,560
+16% +$171K 0.02% 276
2024
Q1 		$1.12M Sell
35,179
-1,252
-3% -$37.7K 0.01% 299
2023
Q4 		$1.04M Buy
36,431
+92
+0.3% +$2.35K 0.01% 303
2023
Q3 		$898K Buy
36,339
+330
+0.9% +$8.9K 0.01% 293
2023
Q2 		$1.03M Buy
36,009
+3,528
+11% +$93.6K 0.02% 246
2023
Q1 		$828K Sell
32,481
-2,628
-7% -$61.8K 0.01% 281
2022
Q4 		$721K Sell
35,109
-10,584
-23% -$213K 0.01% 316
2022
Q3 		$826K Buy
45,693
+301
+0.7% +$6.34K 0.02% 255
2022
Q2 		$922K Buy
45,392
+145
+0.3% +$3.43K 0.02% 219
2022
Q1 		$1.31M Buy
45,247
+4,816
+12% +$143K 0.03% 163
2021
Q4 		$1.45M Buy
40,431
+21
+0.1% +$774 0.03% 180
2021
Q3 		$1.48M Buy
+40,410
New +$1.45M 0.03% 203
2021
Q2 		– Sell
-32,387
Closed -$1.07M – 407
2021
Q1 		$1.07M Buy
+32,387
New +$1.11M 0.03% 253

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

Wealthspire Advisors (New York)'s BOTZ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 9.3% in Q2 2026, buying an estimated $144K and bringing the position to 44,298 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #453.

Wealthspire Advisors (New York) first reported a position in BOTZ in Q1 2021 and has held it in 21 quarters since. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

  • Wealthspire Advisors (New York) held 44,298 shares of Global X Robotics & Artificial Intelligence ETF worth $1.68M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 3,780 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $144K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #453 holding.
  • Wealthspire Advisors (New York) first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2021 and has held it in 21 quarters since.
  • 462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.