Concurrent Investment Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Concurrent Investment Advisors’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 Q1	$1.04M	Buy	31,446 +2,250	+8%	+$83.1K	0.01%	861
2025 Q4	$1.06M	Buy	29,196 +548	+2%	+$19.9K	0.01%	804
2025 Q3	$1.02M	Sell	28,648 -1,317	-4%	-$44.4K	0.02%	652
2025 Q2	$978K	Sell	29,965 -31,717	-51%	-$940K	0.02%	605
2025 Q1	$1.76M	Sell	61,682 -36,392	-37%	-$1.17M	0.04%	394
2024 Q4	$3.13M	Buy	98,074 +87,418	+820%	+$2.85M	0.08%	238
2024 Q3	$343K	Buy	10,656 +1,006	+10%	+$30.8K	0.01%	735
2024 Q2	$298K	Buy	9,650 +2,159	+29%	+$66.5K	0.01%	738
2024 Q1	$238K	Buy	+7,491	New	+$225K	0.01%	742

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors's BOTZ Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 7.7% in Q1 2026, buying an estimated $83.1K and bringing the position to 31,446 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #861.

Concurrent Investment Advisors first reported a position in BOTZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.13M in Q4 2024. 441 funds tracked by Wall St. Rank hold BOTZ as of Q1 2026.

Concurrent Investment Advisors held 31,446 shares of Global X Robotics & Artificial Intelligence ETF worth $1.04M as of Q1 2026.
Concurrent Investment Advisors bought 2,250 Global X Robotics & Artificial Intelligence ETF shares in Q1 2026, an estimated $83.1K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #861 holding.
Concurrent Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $3.13M in Q4 2024.
441 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.