Ahrens Investment Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Ahrens Investment Partners’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 Q1	$55.3K	Buy	+1,010	New	+$52.7K	0.03%	305
2022 Q3	–	Sell	-610	Closed	-$27K	–	741
2022 Q2	$27K	Sell	610 -300	-33%	-$15K	0.01%	443
2022 Q1	$53K	Hold	910	–	–	0.02%	378
2021 Q4	$64K	Buy	+910	New	+$62.2K	0.03%	369
2018 Q4	–	Sell	-31,400	Closed	-$1.31M	–	187
2018 Q3	$1.31M	Sell	31,400 -1,750	-5%	-$72K	0.49%	52
2018 Q2	$1.33M	Sell	33,150 -150	-0.5%	-$6.21K	0.55%	48
2018 Q1	$1.39M	Sell	33,300 -100	-0.3%	-$4.33K	0.6%	42
2017 Q4	$1.38M	Buy	33,400 +2,350	+8%	+$95.3K	0.56%	42
2017 Q3	$1.2M	Buy	31,050 +17,950	+137%	+$654K	0.51%	46
2017 Q2	$449K	Buy	+13,100	New	+$442K	0.19%	73

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Ahrens Investment Partners's ROBO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2023: 1,010 shares worth $55.3K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ROBO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ROBO in Q2 2017 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2018. 212 funds tracked by Wall St. Rank hold ROBO as of Q1 2023.

Ahrens Investment Partners held 1,010 shares of ROBO Global Robotics & Automation Index ETF worth $55.3K as of Q1 2023.
ROBO Global Robotics & Automation Index ETF was a new Ahrens Investment Partners position in Q1 2023.
ROBO Global Robotics & Automation Index ETF made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #305 holding.
Ahrens Investment Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 10 quarters since.
Ahrens Investment Partners's ROBO Global Robotics & Automation Index ETF position peaked at $1.39M in Q1 2018.
212 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.