Anchor Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Anchor Investment 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
2026 Q1	$3.42K	Hold	50	–	–	﹤0.01%	937
2025 Q4	$3.47K	Hold	50	–	–	﹤0.01%	932
2025 Q3	$3.28K	Hold	50	–	–	﹤0.01%	941
2025 Q2	$2.99K	Hold	50	–	–	﹤0.01%	928
2025 Q1	$2.58K	Hold	50	–	–	﹤0.01%	932
2024 Q4	$2.81K	Hold	50	–	–	﹤0.01%	917
2024 Q3	$2.85K	Hold	50	–	–	﹤0.01%	918
2024 Q2	$2.75K	Hold	50	–	–	﹤0.01%	888
2024 Q1	$2.93K	Hold	50	–	–	﹤0.01%	908
2023 Q4	$2.87K	Hold	50	–	–	﹤0.01%	852
2023 Q3	$2.52K	Buy	+50	New	+$2.75K	﹤0.01%	882

Other funds holding ROBO

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return