Phoenix Wealth 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	$891K	Buy	26,833 +322	+1%	+$11.9K	0.35%	58
2025 Q4	$960K	Sell	26,511 -50	-0.2%	-$1.81K	0.37%	56
2025 Q3	$941K	Buy	26,561 +57	+0.2%	+$1.92K	0.36%	57
2025 Q2	$865K	Sell	26,504 -322	-1%	-$9.54K	0.36%	61
2025 Q1	$763K	Buy	26,826 +402	+2%	+$13K	0.33%	61
2024 Q4	$844K	Buy	26,424 +63	+0.2%	+$2.05K	0.37%	55
2024 Q3	$848K	Buy	26,361 +147	+0.6%	+$4.5K	0.39%	56
2024 Q2	$809K	Sell	26,214 -256	-1%	-$7.89K	0.41%	55
2024 Q1	$842K	Buy	26,470 +12,766	+93%	+$384K	0.51%	51
2023 Q4	$380K	Buy	13,704 +1,162	+9%	+$29.7K	0.26%	72
2023 Q3	$310K	Buy	12,542 +192	+2%	+$5.18K	0.18%	78
2023 Q2	$355K	Buy	+12,350	New	+$328K	0.21%	69