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 Q2	$1.47M	Buy	38,840 +7,394	+24%	+$281K	0.01%	827
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 $1.55T 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

Concurrent Investment Advisors's BOTZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 24% in Q2 2026, buying an estimated $281K and bringing the position to 38,840 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #827.

Concurrent Investment Advisors first reported a position in BOTZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.13M in Q4 2024. 462 funds tracked by Wall St. Rank hold BOTZ as of Q2 2026.

Concurrent Investment Advisors held 38,840 shares of Global X Robotics & Artificial Intelligence ETF worth $1.47M as of Q2 2026.
Concurrent Investment Advisors bought 7,394 Global X Robotics & Artificial Intelligence ETF shares in Q2 2026, an estimated $281K.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #827 holding.
Concurrent Investment Advisors first reported a position in Global X Robotics & Artificial Intelligence ETF in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's Global X Robotics & Artificial Intelligence ETF position peaked at $3.13M in Q4 2024.
462 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.