Strategic Investment Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Strategic Investment Solutions’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	$6.07K	Hold	160	–	–	﹤0.01%	488
2026 Q1	$5.32K	Hold	160	–	–	﹤0.01%	480
2025 Q4	$5.8K	Hold	160	–	–	﹤0.01%	454
2025 Q3	$5.67K	Hold	160	–	–	﹤0.01%	435
2025 Q2	$5.22K	Hold	160	–	–	﹤0.01%	425
2025 Q1	$4.55K	Hold	160	–	–	﹤0.01%	447
2024 Q4	$5.11K	Hold	160	–	–	﹤0.01%	451
2024 Q3	$5.14K	Hold	160	–	–	﹤0.01%	429
2024 Q2	$5.85K	Buy	+160	New	+$4.93K	﹤0.01%	409
2023 Q4	$4.56K	Sell	160 -9,920	-98%	-$253K	﹤0.01%	870
2023 Q3	$272K	Buy	10,080 +9,920	+6,200%	+$268K	﹤0.01%	468
2023 Q2	$4.45K	Hold	160	–	–	﹤0.01%	670
2023 Q1	$4.08K	Buy	+160	New	+$3.76K	﹤0.01%	782

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

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return