Allworth Financial’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128K	Buy	3,858 +11	+0.3%	+$406	﹤0.01%	1675
2025 Q4	$139K	Sell	3,847 -5	-0.1%	-$181	﹤0.01%	1537
2025 Q3	$136K	Buy	3,852 +126	+3%	+$4.25K	﹤0.01%	1491
2025 Q2	$122K	Hold	3,726	–	–	﹤0.01%	1437
2025 Q1	$105K	Buy	3,726 +431	+13%	+$13.9K	﹤0.01%	1205
2024 Q4	$113K	Hold	3,295	–	–	﹤0.01%	1208
2024 Q3	$106K	Sell	3,295 -393	-11%	-$12K	﹤0.01%	1061
2024 Q2	$114K	Buy	3,688 +394	+12%	+$12.1K	﹤0.01%	1023
2024 Q1	$105K	Buy	3,294 +2,241	+213%	+$67.5K	﹤0.01%	1006
2023 Q4	$30K	Sell	1,053 -1,000	-49%	-$25.5K	﹤0.01%	1412
2023 Q3	$50.8K	Buy	2,053 +1,000	+95%	+$27K	﹤0.01%	1111
2023 Q2	$30.3K	Buy	1,053 +853	+427%	+$22.6K	﹤0.01%	1315
2023 Q1	$5.1K	Sell	200 -300	-60%	-$7.06K	﹤0.01%	2026
2022 Q4	$10.3K	Buy	+500	New	+$10.1K	﹤0.01%	1679