CFGS
BOTZ icon

Concourse Financial Group Securities’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,015
Closed -$69.3K – 253
2024
Q4 		$69.3K Sell
2,015
-70
-3% -$2.28K ﹤0.01% 1076
2024
Q3 		$67K Buy
2,085
+100
+5% +$3.06K ﹤0.01% 1071
2024
Q2 		$61.3K Buy
1,985
+300
+18% +$9.25K ﹤0.01% 1096
2024
Q1 		$53.6K Hold
1,685
– – ﹤0.01% 1162
2023
Q4 		$48K Buy
1,685
+340
+25% +$8.68K ﹤0.01% 1152
2023
Q3 		$33.2K Sell
1,345
-140
-9% -$3.78K ﹤0.01% 1248
2023
Q2 		$42.8K Sell
1,485
-1,478
-50% -$39.2K ﹤0.01% 1157
2023
Q1 		$75.6K Sell
2,963
-2,793
-49% -$65.7K 0.01% 951
2022
Q4 		$118K Buy
5,756
+543
+10% +$10.9K 0.01% 777
2022
Q3 		$94K Sell
5,213
-1,483
-22% -$31.3K 0.01% 740
2022
Q2 		$136K Sell
6,696
-8,701
-57% -$206K 0.01% 711
2022
Q1 		$447K Sell
15,397
-2,258
-13% -$67.3K 0.03% 448
2021
Q4 		$635K Buy
17,655
+426
+2% +$15.7K 0.04% 434
2021
Q3 		$630K Sell
17,229
-3,190
-16% -$114K 0.04% 424
2021
Q2 		$715K Sell
20,419
-273
-1% -$9.36K 0.04% 385
2021
Q1 		$686K Sell
20,692
-130
-0.6% -$4.45K 0.05% 356
2020
Q4 		$690K Buy
20,822
+1,521
+8% +$46.5K 0.05% 323
2020
Q3 		$538K Buy
19,301
+2,085
+12% +$55K 0.05% 323
2020
Q2 		$412K Buy
17,216
+12,087
+236% +$259K 0.04% 352
2020
Q1 		$93K Buy
5,129
+1,432
+39% +$29.5K 0.01% 685
2019
Q4 		$81K Buy
+3,697
New +$78.1K 0.01% 775
2019
Q3 		– Sell
-1,305
Closed -$25.5K – 1791
2019
Q2 		$27K Buy
1,305
+70
+6% +$1.43K ﹤0.01% 1116
2019
Q1 		$23K Sell
1,235
-1,310
-51% -$24.8K ﹤0.01% 1203
2018
Q4 		$43K Buy
2,545
+2,045
+409% +$39.7K 0.01% 863
2018
Q3 		$11K Buy
+500
New +$11.2K ﹤0.01% 1052

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Concourse Financial Group Securities's BOTZ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2025, closing a stake of 2,015 shares — an estimated $69.3K sold.

Concourse Financial Group Securities first reported a position in BOTZ in Q3 2018 and held it in 25 quarters. The position peaked at $715K in Q2 2021. 373 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,015 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $69.3K.
  • Concourse Financial Group Securities first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Global X Robotics & Artificial Intelligence ETF position peaked at $715K in Q2 2021.
  • 373 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.