Davenport & Co’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Davenport & Co’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	$339K	Hold	8,939	–	–	﹤0.01%	1152
2026 Q1	$297K	Buy	+8,939	New	+$330K	﹤0.01%	1136
2022 Q2	–	Sell	-9,185	Closed	-$266K	–	995
2022 Q1	$266K	Buy	9,185 +295	+3%	+$8.79K	﹤0.01%	905
2021 Q4	$320K	Buy	8,890 +1,235	+16%	+$45.5K	﹤0.01%	890
2021 Q3	$280K	Buy	7,655 +200	+3%	+$7.18K	﹤0.01%	878
2021 Q2	$261K	Sell	7,455 -600	-7%	-$20.6K	﹤0.01%	837
2021 Q1	$267K	Hold	8,055	–	–	﹤0.01%	684
2020 Q4	$267K	Sell	8,055 -1,000	-11%	-$30.6K	﹤0.01%	672
2020 Q3	$252K	Buy	+9,055	New	+$239K	﹤0.01%	623
2017 Q4	–	Sell	-9,250	Closed	-$201K	–	699
2017 Q3	$201K	Buy	+9,250	New	+$187K	﹤0.01%	629

Other funds holding BOTZ

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

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

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return