Wealthspire Advisors (New York)’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	$1.35M	Buy	40,518 +4,824	+14%	+$178K	0.01%	353
2025 Q4	$1.29M	Buy	35,694 +5,252	+17%	+$190K	0.01%	378
2025 Q3	$1.08M	Sell	30,442 -6,418	-17%	-$216K	0.01%	379
2025 Q2	$1.2M	Sell	36,860 -4,359	-11%	-$129K	0.01%	352
2025 Q1	$1.17M	Buy	41,219 +2,080	+5%	+$67.1K	0.01%	352
2024 Q4	$1.25M	Sell	39,139 -2,820	-7%	-$91.9K	0.01%	327
2024 Q3	$1.35M	Buy	41,959 +1,220	+3%	+$37.4K	0.01%	319
2024 Q2	$1.26M	Buy	40,739 +5,560	+16%	+$171K	0.02%	276
2024 Q1	$1.12M	Sell	35,179 -1,252	-3%	-$37.7K	0.01%	299
2023 Q4	$1.04M	Buy	36,431 +92	+0.3%	+$2.35K	0.01%	303
2023 Q3	$898K	Buy	36,339 +330	+0.9%	+$8.9K	0.01%	293
2023 Q2	$1.03M	Buy	36,009 +3,528	+11%	+$93.6K	0.02%	246
2023 Q1	$828K	Sell	32,481 -2,628	-7%	-$61.8K	0.01%	281
2022 Q4	$721K	Sell	35,109 -10,584	-23%	-$213K	0.01%	316
2022 Q3	$826K	Buy	45,693 +301	+0.7%	+$6.34K	0.02%	255
2022 Q2	$922K	Buy	45,392 +145	+0.3%	+$3.43K	0.02%	219
2022 Q1	$1.31M	Buy	45,247 +4,816	+12%	+$143K	0.03%	163
2021 Q4	$1.45M	Buy	40,431 +21	+0.1%	+$774	0.03%	180
2021 Q3	$1.48M	Buy	+40,410	New	+$1.45M	0.03%	203
2021 Q2	–	Sell	-32,387	Closed	-$1.07M	–	407
2021 Q1	$1.07M	Buy	+32,387	New	+$1.11M	0.03%	253