Crestwood Advisors Group’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	$4.78M	Buy	143,823 +40,946	+40%	+$1.51M	0.08%	145
2025 Q4	$3.73M	Buy	102,877 +6,323	+7%	+$229K	0.06%	162
2025 Q3	$3.42M	Sell	96,554 -1,250	-1%	-$42.2K	0.06%	167
2025 Q2	$3.19M	Buy	97,804 +2,807	+3%	+$83.1K	0.06%	168
2025 Q1	$2.7M	Buy	94,997 +10,325	+12%	+$333K	0.05%	173
2024 Q4	$2.71M	Buy	84,672 +1,183	+1%	+$38.6K	0.05%	166
2024 Q3	$2.68M	Buy	83,489 +154	+0.2%	+$4.72K	0.05%	161
2024 Q2	$2.57M	Sell	83,335 -602	-0.7%	-$18.6K	0.05%	155
2024 Q1	$2.67M	Buy	83,937 +5,178	+7%	+$156K	0.06%	151
2023 Q4	$2.24M	Buy	78,759 +4,178	+6%	+$107K	0.05%	155
2023 Q3	$1.84M	Buy	+74,581	New	+$2.01M	0.05%	158