IFP Advisors’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 | $209K | Buy |
6,285
+1,942
| +45% | +$71.8K | ﹤0.01% | 1379 |
|
|
2025
Q4 | $157K | Buy |
4,343
+1,312
| +43% | +$47.6K | ﹤0.01% | 1508 |
|
|
2025
Q3 | $107K | Buy |
3,031
+1,725
| +132% | +$58.2K | ﹤0.01% | 1633 |
|
|
2025
Q2 | $42.6K | Buy |
1,306
+1,171
| +867% | +$34.7K | ﹤0.01% | 2132 |
|
|
2025
Q1 | $3.84K | Hold |
135
| – | – | ﹤0.01% | 2936 |
|
|
2024
Q4 | $4.31K | Hold |
135
| – | – | ﹤0.01% | 2841 |
|
|
2024
Q3 | $4.34K | Sell |
135
-165
| -55% | -$5.05K | ﹤0.01% | 2709 |
|
|
2024
Q2 | $9.27K | Sell |
300
-1,851
| -86% | -$57.1K | ﹤0.01% | 2367 |
|
|
2024
Q1 | $68.4K | Buy |
2,151
+31
| +1% | +$933 | ﹤0.01% | 1462 |
|
|
2023
Q4 | $60.4K | Sell |
2,120
-13,579
| -86% | -$347K | ﹤0.01% | 1469 |
|
|
2023
Q3 | $388K | Buy |
15,699
+13,226
| +535% | +$357K | 0.02% | 688 |
|
|
2023
Q2 | $71.1K | Buy |
2,473
+2,196
| +793% | +$58.3K | ﹤0.01% | 1468 |
|
|
2023
Q1 | $6.5K | Sell |
277
-3,058
| -92% | -$71.9K | ﹤0.01% | 2466 |
|
|
2022
Q4 | $79K | Sell |
3,335
-831
| -20% | -$16.7K | ﹤0.01% | 1902 |
|
|
2022
Q3 | $99K | Buy |
4,166
+251
| +6% | +$5.29K | ﹤0.01% | 1861 |
|
|
2022
Q2 | $93K | Hold |
3,915
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q1 | $93K | Buy |
3,915
+3,067
| +362% | +$91.4K | ﹤0.01% | 1727 |
|
|
2021
Q4 | $33K | Buy |
848
+121
| +17% | +$4.46K | ﹤0.01% | 1721 |
|
|
2021
Q3 | $29K | Sell |
727
-484
| -40% | -$17.4K | ﹤0.01% | 1811 |
|
|
2021
Q2 | $44K | Buy |
1,211
+569
| +89% | +$19.5K | ﹤0.01% | 1579 |
|
|
2021
Q1 | $21K | Buy |
642
+323
| +101% | +$11.1K | ﹤0.01% | 1829 |
|
|
2020
Q4 | $10K | Buy |
319
+97
| +44% | +$2.97K | ﹤0.01% | 2069 |
|
|
2020
Q3 | $7K | Buy |
222
+28
| +14% | +$738 | ﹤0.01% | 2026 |
|
|
2020
Q2 | $5K | Sell |
194
-50
| -20% | -$1.07K | ﹤0.01% | 2063 |
|
|
2020
Q1 | $5K | Sell |
244
-1,252
| -84% | -$25.8K | ﹤0.01% | 2043 |
|
|
2019
Q4 | $33K | Hold |
1,496
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q3 | $30K | Buy |
+1,496
| New | +$29.2K | ﹤0.01% | 1586 |
|
|
2019
Q1 | $83K | Sell |
4,065
-4,061
| -50% | -$76.8K | 0.01% | 754 |
|
|
2018
Q4 | $136K | Sell |
8,126
-14,368
| -64% | -$279K | 0.01% | 1034 |
|
|
2018
Q3 | $515K | Sell |
22,494
-5,812
| -21% | -$130K | 0.02% | 649 |
|
|
2018
Q2 | $623K | Buy |
28,306
+7,836
| +38% | +$183K | 0.03% | 580 |
|
|
2018
Q1 | $485K | Hold |
20,470
| – | – | 0.02% | 634 |
|
|
2017
Q4 | $485K | Buy |
20,470
+6,681
| +48% | +$157K | 0.02% | 634 |
|
|
2017
Q3 | $300K | Buy |
+13,789
| New | +$278K | 0.01% | 923 |
|
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