LMKC
BOTZ icon

L.M. Kohn & Company’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

L.M. Kohn & Company’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
-11,506
Closed -$376K – 143
2025
Q2 		$376K Buy
11,506
+589
+5% +$17.4K 0.1% 170
2025
Q1 		$311K Sell
10,917
-682
-6% -$22K 0.08% 194
2024
Q4 		$371K Sell
11,599
-762
-6% -$24.8K 0.1% 163
2024
Q3 		$397K Buy
12,361
+1,121
+10% +$34.3K 0.1% 172
2024
Q2 		$347K Buy
11,240
+606
+6% +$18.7K 0.09% 180
2024
Q1 		$338K Buy
+10,634
New +$320K 0.1% 186

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

L.M. Kohn & Company's BOTZ Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2025, closing a stake of 11,506 shares — an estimated $376K sold.

L.M. Kohn & Company first reported a position in BOTZ in Q1 2024 and held it in 6 quarters. The position peaked at $397K in Q3 2024. 407 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 11,506 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $376K.
  • L.M. Kohn & Company first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and held it in 6 quarters.
  • L.M. Kohn & Company's Global X Robotics & Artificial Intelligence ETF position peaked at $397K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.