Wealthspire Advisors (New York)’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
36,860
-4,359
| -11% | -$142K | 0.01% | 352 |
|
|
2025
Q1 | $1.17M | Buy |
41,219
+2,080
| +5% | +$59.2K | 0.01% | 352 |
|
|
2024
Q4 | $1.25M | Sell |
39,139
-2,820
| -7% | -$90.1K | 0.01% | 327 |
|
|
2024
Q3 | $1.35M | Buy |
41,959
+1,220
| +3% | +$39.2K | 0.01% | 319 |
|
|
2024
Q2 | $1.26M | Buy |
40,739
+5,560
| +16% | +$172K | 0.02% | 276 |
|
|
2024
Q1 | $1.12M | Sell |
35,179
-1,252
| -3% | -$39.8K | 0.01% | 299 |
|
|
2023
Q4 | $1.04M | Buy |
36,431
+92
| +0.3% | +$2.62K | 0.01% | 303 |
|
|
2023
Q3 | $898K | Buy |
36,339
+330
| +0.9% | +$8.16K | 0.01% | 293 |
|
|
2023
Q2 | $1.03M | Buy |
36,009
+3,528
| +11% | +$101K | 0.02% | 246 |
|
|
2023
Q1 | $828K | Sell |
32,481
-2,628
| -7% | -$67K | 0.01% | 281 |
|
|
2022
Q4 | $721K | Sell |
35,109
-10,584
| -23% | -$218K | 0.01% | 316 |
|
|
2022
Q3 | $826K | Buy |
45,693
+301
| +0.7% | +$5.44K | 0.02% | 255 |
|
|
2022
Q2 | $922K | Buy |
45,392
+145
| +0.3% | +$2.95K | 0.02% | 219 |
|
|
2022
Q1 | $1.31M | Buy |
45,247
+4,816
| +12% | +$140K | 0.03% | 163 |
|
|
2021
Q4 | $1.45M | Buy |
40,431
+21
| +0.1% | +$755 | 0.03% | 180 |
|
|
2021
Q3 | $1.48M | Buy |
+40,410
| New | +$1.48M | 0.03% | 203 |
|
|
2021
Q2 | – | Sell |
-32,387
| Closed | -$1.07M | – | 407 |
|
|
2021
Q1 | $1.07M | Buy |
+32,387
| New | +$1.07M | 0.03% | 253 |
|