BOS Asset Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

BOS Asset 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	$450K	Sell	11,861 -4,967	-30%	-$189K	0.1%	134
2026 Q1	$559K	Sell	16,828 -192	-1%	-$7.09K	0.14%	114
2025 Q4	$617K	Buy	17,020 +2,052	+14%	+$74.4K	0.17%	102
2025 Q3	$530K	Buy	+14,968	New	+$505K	0.15%	109

Other funds holding BOTZ

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return