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

Congress Wealth Management’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
9,615
+1,423
+17% +$46.5K ﹤0.01% 1057
2025
Q1 		$235K Buy
+8,192
New +$235K ﹤0.01% 1000