Dynamic Advisor Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-18,680	Closed	-$621K	–	1049
2026 Q1	$621K	Buy	18,680 +1,998	+12%	+$73.8K	0.02%	583
2025 Q4	$604K	Buy	+16,682	New	+$605K	0.02%	581
2022 Q2	–	Sell	-69,073	Closed	-$2M	–	707
2022 Q1	$2M	Buy	69,073 +57,993	+523%	+$1.73M	0.14%	161
2021 Q4	$398K	Sell	11,080 -3,455	-24%	-$127K	0.03%	491
2021 Q3	$532K	Buy	14,535 +306	+2%	+$11K	0.04%	431
2021 Q2	$497K	Buy	14,229 +5,305	+59%	+$182K	0.04%	435
2021 Q1	$296K	Buy	+8,924	New	+$305K	0.03%	506

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