BOK Financial Private Wealth’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

BOK Financial Private Wealth’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
2025 Q3	–	Sell	-600	Closed	-$19.6K	–	392
2025 Q2	$19.6K	Hold	600	–	–	﹤0.01%	321
2025 Q1	$17.1K	Hold	600	–	–	﹤0.01%	355
2024 Q4	$19.2K	Hold	600	–	–	﹤0.01%	329
2024 Q3	$19.3K	Hold	600	–	–	﹤0.01%	345
2024 Q2	$18.5K	Hold	600	–	–	﹤0.01%	342
2024 Q1	$19.1K	Hold	600	–	–	﹤0.01%	330
2023 Q4	$17.1K	Hold	600	–	–	﹤0.01%	328
2023 Q3	$14.8K	Buy	+600	New	+$16.2K	﹤0.01%	307

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BOK Financial Private Wealth's BOTZ Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2025, closing a stake of 600 shares — an estimated $19.6K sold.

BOK Financial Private Wealth first reported a position in BOTZ in Q3 2023 and held it in 8 quarters. The position peaked at $19.6K in Q2 2025. 408 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

BOK Financial Private Wealth reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 600 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $19.6K.
BOK Financial Private Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 8 quarters.
BOK Financial Private Wealth's Global X Robotics & Artificial Intelligence ETF position peaked at $19.6K in Q2 2025.
408 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.