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Accel Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Accel Wealth Management’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-110
Closed -$6.02K – 707
2023
Q1 		$6.02K Hold
110
– – ﹤0.01% 985
2022
Q4 		$5.1K Hold
110
– – ﹤0.01% 811
2022
Q3 		$5K Hold
110
– – ﹤0.01% 846
2022
Q2 		$5K Hold
110
– – ﹤0.01% 811
2022
Q1 		$6K Buy
110
+75
+214% +$4.57K ﹤0.01% 788
2021
Q4 		$2K Hold
35
– – ﹤0.01% 885
2021
Q3 		$2K Hold
35
– – ﹤0.01% 793
2021
Q2 		$2K Hold
35
– – ﹤0.01% 864
2021
Q1 		$2K Hold
35
– – ﹤0.01% 834
2020
Q4 		$2K Buy
+35
New +$1.89K ﹤0.01% 796

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's ROBO Position: Q2 2023 in Review

Accel Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2023, closing a stake of 110 shares — an estimated $6.02K sold.

Accel Wealth Management first reported a position in ROBO in Q4 2020 and held it in 10 quarters. The position peaked at $6.02K in Q1 2023. 222 funds tracked by Wall St. Rank hold ROBO as of Q2 2023.

  • Accel Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 110 ROBO Global Robotics & Automation Index ETF shares in Q2 2023, an estimated $6.02K.
  • Accel Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $6.02K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.