Slocum, Gordon & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Slocum, Gordon & Co’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	-1,724	Closed	-$56.3K	–	65
2025 Q2	$56.3K	Hold	1,724	–	–	0.05%	82
2025 Q1	$49.1K	Hold	1,724	–	–	0.04%	82
2024 Q4	$55.1K	Hold	1,724	–	–	0.05%	78
2024 Q3	$55.4K	Hold	1,724	–	–	0.02%	82
2024 Q2	$53.2K	Hold	1,724	–	–	0.04%	83
2024 Q1	$54.8K	Hold	1,724	–	–	0.04%	81
2023 Q4	$49.1K	Hold	1,724	–	–	0.04%	81
2023 Q3	$42.6K	Buy	+1,724	New	+$46.5K	0.04%	86

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

Slocum, Gordon & Co's BOTZ Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q3 2025, closing a stake of 1,724 shares — an estimated $56.3K sold.

Slocum, Gordon & Co first reported a position in BOTZ in Q3 2023 and held it in 8 quarters. The position peaked at $56.3K in Q2 2025. 407 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

Slocum, Gordon & Co reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q3 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 1,724 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $56.3K.
Slocum, Gordon & Co first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2023 and held it in 8 quarters.
Slocum, Gordon & Co's Global X Robotics & Artificial Intelligence ETF position peaked at $56.3K in Q2 2025.
407 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.