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

Patten & Patten’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
Q4 		– Sell
-6,691
Closed -$237K – 345
2025
Q3 		$237K Buy
6,691
+3
+0% +$101 0.01% 314
2025
Q2 		$218K Buy
+6,688
New +$198K 0.01% 303
2025
Q1 		– Sell
-6,688
Closed -$214K – 319
2024
Q4 		$214K Buy
6,688
+150
+2% +$4.89K 0.01% 303
2024
Q3 		$210K Buy
6,538
+2
+0% +$61 0.01% 299
2024
Q2 		$202K Hold
6,536
– – 0.01% 297
2024
Q1 		$208K Buy
+6,536
New +$197K 0.01% 295

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 $445B AUM 25.58% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Patten & Patten's BOTZ Position: Q4 2025 in Review

Patten & Patten sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2025, closing a stake of 6,691 shares — an estimated $237K sold.

Patten & Patten first reported a position in BOTZ in Q1 2024 and held it in 6 quarters. The position peaked at $237K in Q3 2025. 445 funds tracked by Wall St. Rank hold BOTZ as of Q4 2025.

  • Patten & Patten reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2025 after selling out during the quarter.
  • Patten & Patten sold 6,691 Global X Robotics & Artificial Intelligence ETF shares in Q4 2025, an estimated $237K.
  • Patten & Patten first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and held it in 6 quarters.
  • Patten & Patten's Global X Robotics & Artificial Intelligence ETF position peaked at $237K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2025.

Based on Patten & Patten's 13F filing for Q4 2025, filed 3 Feb 2026.