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

Abound 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
2026 Q2	$380	Sell	10 -9	-47%	-$342	﹤0.01%	991
2026 Q1	$632	Buy	19 +9	+90%	+$333	﹤0.01%	1031
2025 Q4	$363	Hold	10	–	–	﹤0.01%	998
2025 Q3	$355	Hold	10	–	–	﹤0.01%	974
2025 Q2	$327	Sell	10 -30	-75%	-$889	﹤0.01%	905
2025 Q1	$1.14K	Buy	40 +30	+300%	+$968	﹤0.01%	749
2024 Q4	$320	Hold	10	–	–	﹤0.01%	874
2024 Q3	$322	Hold	10	–	–	﹤0.01%	961
2024 Q2	$309	Hold	10	–	–	﹤0.01%	976
2024 Q1	$319	Sell	10 -25	-71%	-$753	﹤0.01%	1103
2023 Q4	$998	Sell	35 -50	-59%	-$1.28K	﹤0.01%	774
2023 Q3	$2.1K	Buy	85 +75	+750%	+$2.02K	﹤0.01%	609
2023 Q2	$288	Hold	10	–	–	﹤0.01%	1065
2023 Q1	$255	Hold	10	–	–	﹤0.01%	690
2022 Q4	$206	Hold	10	–	–	﹤0.01%	694
2022 Q3	$181	Buy	+10	New	+$211	﹤0.01%	712

Other funds holding BOTZ

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return