Spire 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	$467K	Hold	14,053	–	–	0.02%	559
2025 Q4	$509K	Hold	14,053	–	–	0.02%	542
2025 Q3	$498K	Sell	14,053 -630	-4%	-$21.2K	0.02%	525
2025 Q2	$479K	Hold	14,683	–	–	0.02%	517
2025 Q1	$418K	Hold	14,683	–	–	0.01%	626
2024 Q4	$469K	Hold	14,683	–	–	0.01%	560
2024 Q3	$472K	Sell	14,683 -38,712	-73%	-$1.19M	0.02%	530
2024 Q2	$1.65M	Buy	53,395 +29,394	+122%	+$906K	0.06%	255
2024 Q1	$763K	Sell	24,001 -33,497	-58%	-$1.01M	0.01%	430
2023 Q4	$1.65M	Buy	57,498 +7,958	+16%	+$203K	0.05%	268
2023 Q3	$1.22M	Sell	49,540 -17,371	-26%	-$469K	0.05%	289
2023 Q2	$1.92M	Buy	66,911 +30,404	+83%	+$807K	0.07%	240
2023 Q1	$931K	Buy	36,507 +22,656	+164%	+$533K	0.04%	355
2022 Q4	$285K	Hold	13,851	–	–	0.02%	471
2022 Q3	$250K	Sell	13,851 -7,307	-35%	-$154K	0.02%	474
2022 Q2	$430K	Sell	21,158 -20,153	-49%	-$476K	0.02%	518
2022 Q1	$1.2M	Hold	41,311	–	–	0.03%	356
2021 Q4	$1.49M	Buy	41,311 +135	+0.3%	+$4.97K	0.03%	364
2021 Q3	$1.51M	Sell	41,176 -57	-0.1%	-$2.05K	0.04%	328
2021 Q2	$1.44M	Buy	41,233 +2,876	+7%	+$98.6K	0.04%	343
2021 Q1	$1.27M	Buy	+38,357	New	+$1.31M	0.03%	379