Concord Wealth Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Concord Wealth Partners’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	$3.11K	Buy	+82	New	+$3.12K	﹤0.01%	714
2023 Q4	–	Sell	-31	Closed	-$766	–	843
2023 Q3	$766	Sell	31 -205	-87%	-$5.53K	﹤0.01%	957
2023 Q2	$6.78K	Buy	236 +11	+5%	+$292	﹤0.01%	658
2023 Q1	$5.74K	Hold	225	–	–	﹤0.01%	654
2022 Q4	$4.62K	Buy	+225	New	+$4.53K	﹤0.01%	779
2022 Q3	–	Sell	-225	Closed	-$5K	–	276
2022 Q2	$5K	Buy	225 +12	+6%	+$284	﹤0.01%	807
2022 Q1	$6K	Hold	213	–	–	﹤0.01%	864
2021 Q4	$8K	Buy	+213	New	+$7.85K	﹤0.01%	833

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concord Wealth Partners's BOTZ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q2 2026: 82 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BOTZ as recently as Q3 2023.

Concord Wealth Partners first reported a position in BOTZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $8K in Q4 2021. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Concord Wealth Partners held 82 shares of Global X Robotics & Artificial Intelligence ETF worth $3.11K as of Q2 2026.
Global X Robotics & Artificial Intelligence ETF was a new Concord Wealth Partners position in Q2 2026.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #714 holding.
Concord Wealth Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2021 and has held it in 8 quarters since.
Concord Wealth Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $8K in Q4 2021.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.