Advisor Resource Council’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-15,825	Closed	-$815K	–	495
2025 Q1	$815K	Buy	+15,825	New	+$907K	0.07%	284
2024 Q1	–	Sell	-16,623	Closed	-$952K	–	458
2023 Q4	$952K	Buy	+16,623	New	+$848K	0.11%	184
2022 Q3	–	Sell	-17,100	Closed	-$769K	–	420
2022 Q2	$769K	Buy	+17,100	New	+$854K	0.07%	233
2022 Q1	–	Sell	-17,100	Closed	-$1.2M	–	459
2021 Q4	$1.2M	Buy	+17,100	New	+$1.17M	0.09%	208
2021 Q3	–	Sell	-17,100	Closed	-$1.11M	–	422
2021 Q2	$1.11M	Buy	+17,100	New	+$1.1M	0.12%	190

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Resource Council's ROBO Position: Q2 2025 in Review

Advisor Resource Council sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2025, closing a stake of 15,825 shares — an estimated $815K sold.

Advisor Resource Council first reported a position in ROBO in Q2 2021 and held it in 5 quarters. The position peaked at $1.2M in Q4 2021. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2025.

Advisor Resource Council reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 15,825 ROBO Global Robotics & Automation Index ETF shares in Q2 2025, an estimated $815K.
Advisor Resource Council first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's ROBO Global Robotics & Automation Index ETF position peaked at $1.2M in Q4 2021.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.