Key Client Fiduciary Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Key Client Fiduciary Advisors’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	$398K	Sell	10,500 -259	-2%	-$9.86K	0.12%	149
2026 Q1	$357K	Buy	10,759 +41	+0.4%	+$1.51K	0.12%	151
2025 Q4	$388K	Sell	10,718 -537	-5%	-$19.5K	0.13%	133
2025 Q3	$399K	Buy	11,255 +663	+6%	+$22.4K	0.13%	134
2025 Q2	$346K	Buy	10,592 +630	+6%	+$18.7K	0.14%	143
2025 Q1	$284K	Sell	9,962 -768	-7%	-$24.8K	0.13%	151
2024 Q4	$343K	Sell	10,730 -95	-0.9%	-$3.1K	0.15%	135
2024 Q3	$348K	Buy	10,825 +362	+3%	+$11.1K	0.16%	137
2024 Q2	$323K	Buy	10,463 +625	+6%	+$19.3K	0.16%	136
2024 Q1	$313K	Buy	9,838 +1,211	+14%	+$36.5K	0.17%	136
2023 Q4	$246K	Sell	8,627 -333	-4%	-$8.5K	0.14%	150
2023 Q3	$221K	Buy	+8,960	New	+$242K	0.14%	151

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

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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return