BOTZ — GLOBAL X FDS

Ownership history in PATTEN & PATTEN INC/TN  ·  6 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in GLOBAL X FDS (BOTZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,691 +3 +0.0% 0.01% $237K $35.28
2025 Q2 UNCHANGED 6,688 — 0% 0.01% $218K $32.51
2024 Q4 ADDED 6,688 +150 +2.3% 0.01% $214K $31.73
2024 Q3 ADDED 6,538 +2 +0.0% 0.01% $210K $31.93
2024 Q2 UNCHANGED 6,536 — 0% 0.01% $202K $30.64
2024 Q1 INITIATED 6,536 — — 0.01% $208K —
% of Fund (quarterly)    BOTZ price (monthly, adj. close)

Other funds also holding BOTZ

As of 2025 Q4 — sorted by position size

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 5.23% TPG Financial Advisors, LLC 3Y 7Y 2.77% MOULTON WEALTH MANAGEMENT, INC 3Y 2.01% Black Swift Group, LLC 3Y 1.64% Sage Capital Management, LLC 1.56% Portland Financial Advisors Inc 1.33% OBSIDIAN CIO, LLC 3Y 1.22% Clearwater Capital Advisors, LLC 3Y 7Y 1.1% Foguth Wealth Management, LLC. 0.95% Sterling Investment Advisors, Ltd. 3Y 7Y 0.81%
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