Beverly Hills Private Wealth’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	$212K	Hold	6,385	–	–	0.04%	318
2025 Q4	$231K	Sell	6,385 -1,829	-22%	-$66.3K	0.04%	297
2025 Q3	$291K	Sell	8,214 -1,562	-16%	-$52.7K	0.05%	275
2025 Q2	$319K	Sell	9,776 -1,405	-13%	-$41.6K	0.06%	255
2025 Q1	$318K	Sell	11,181 -4	-0%	-$129	0.06%	251
2024 Q4	$357K	Sell	11,185 -30	-0.3%	-$978	0.07%	219
2024 Q3	$361K	Sell	11,215 -1,852	-14%	-$56.7K	0.07%	238
2024 Q2	$403K	Sell	13,067 -1,152	-8%	-$35.5K	0.09%	219
2024 Q1	$452K	Sell	14,219 -1,399	-9%	-$42.1K	0.1%	209
2023 Q4	$445K	Buy	15,618 +1,941	+14%	+$49.6K	0.12%	191
2023 Q3	$338K	Hold	13,677	–	–	0.1%	215
2023 Q2	$377K	Buy	13,677 +1,718	+14%	+$45.6K	0.06%	264
2023 Q1	$305K	Buy	11,959 +2,200	+23%	+$51.8K	0.09%	218
2022 Q4	$201K	Buy	+9,759	New	+$196K	0.09%	215