HB Wealth Management’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	$991K	Buy	29,841 +8,462	+40%	+$313K	0.01%	663
2025 Q4	$775K	Sell	21,379 -4,403	-17%	-$160K	0.01%	716
2025 Q3	$913K	Buy	25,782 +7,427	+40%	+$250K	0.01%	638
2025 Q2	$599K	Sell	18,355 -2,434	-12%	-$72.1K	﹤0.01%	680
2025 Q1	$592K	Sell	20,789 -5,395	-21%	-$174K	0.01%	716
2024 Q4	$837K	Buy	26,184 +3,538	+16%	+$115K	0.01%	457
2024 Q3	$728K	Buy	22,646 +1	+0%	+$31	0.01%	470
2024 Q2	$699K	Buy	22,645 +2,001	+10%	+$61.7K	0.01%	452
2024 Q1	$657K	Buy	20,644 +446	+2%	+$13.4K	0.01%	427
2023 Q4	$576K	Buy	20,198 +885	+5%	+$22.6K	0.01%	419
2023 Q3	$477K	Buy	19,313 +8,494	+79%	+$229K	0.01%	442
2023 Q2	$311K	Buy	+10,819	New	+$287K	0.01%	534