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Whalen Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Whalen Wealth Management’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
-6,525
Closed -$231K – 196
2025
Q3 		$231K Buy
+6,525
New +$220K 0.14% 160
2024
Q1 		– Sell
-55,761
Closed -$1.59M – 124
2023
Q4 		$1.59M Buy
+55,761
New +$1.42M 1.43% 11

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

Whalen Wealth Management's BOTZ Position: Q4 2025 in Review

Whalen Wealth Management sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q4 2025, closing a stake of 6,525 shares — an estimated $231K sold.

Whalen Wealth Management first reported a position in BOTZ in Q4 2023 and held it in 2 quarters. The position peaked at $1.59M in Q4 2023. 445 funds tracked by Wall St. Rank hold BOTZ as of Q4 2025.

  • Whalen Wealth Management reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 6,525 Global X Robotics & Artificial Intelligence ETF shares in Q4 2025, an estimated $231K.
  • Whalen Wealth Management first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Global X Robotics & Artificial Intelligence ETF position peaked at $1.59M in Q4 2023.
  • 445 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.