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

Transatlantique 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 Q4	$526K	Buy	14,508 +2,407	+20%	+$87.3K	0.16%	147
2025 Q3	$429K	Buy	12,101 +26	+0.2%	+$877	0.14%	169
2025 Q2	$394K	Buy	12,075 +1,317	+12%	+$39K	0.15%	169
2025 Q1	$306K	Sell	10,758 -487	-4%	-$15.7K	0.12%	185
2024 Q4	$359K	Buy	11,245 +3,387	+43%	+$110K	0.14%	173
2024 Q3	$253K	Buy	7,858 +470	+6%	+$14.4K	0.1%	195
2024 Q2	$228K	Buy	+7,388	New	+$228K	0.09%	189

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Transatlantique Private Wealth's BOTZ Position: Q4 2025 in Review

Transatlantique Private Wealth increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 20% in Q4 2025, buying an estimated $87.3K and bringing the position to 14,508 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #147.

Transatlantique Private Wealth first reported a position in BOTZ in Q2 2024 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold BOTZ as of Q4 2025.

Transatlantique Private Wealth held 14,508 shares of Global X Robotics & Artificial Intelligence ETF worth $526K as of Q4 2025.
Transatlantique Private Wealth bought 2,407 Global X Robotics & Artificial Intelligence ETF shares in Q4 2025, an estimated $87.3K.
Global X Robotics & Artificial Intelligence ETF made up 0.16% of Transatlantique Private Wealth's portfolio in Q4 2025, its #147 holding.
Transatlantique Private Wealth first reported a position in Global X Robotics & Artificial Intelligence ETF in Q2 2024 and has held it in 7 quarters since.
445 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.