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Atria Wealth Solutions’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Atria Wealth Solutions’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
-5,242
Closed -$270K – 1831
2025
Q1 		$270K Sell
5,242
-467
-8% -$26.8K ﹤0.01% 1539
2024
Q4 		$322K Sell
5,709
-4,017
-41% -$228K ﹤0.01% 1504
2024
Q3 		$555K Sell
9,726
-19,598
-67% -$1.07M 0.01% 1196
2024
Q2 		$1.62M Buy
29,324
+375
+1% +$20.9K 0.02% 704
2024
Q1 		$1.7M Buy
28,949
+654
+2% +$37K 0.02% 695
2023
Q4 		$1.62M Buy
28,295
+131
+0.5% +$6.69K 0.02% 673
2023
Q3 		$1.42M Sell
28,164
-306
-1% -$16.8K 0.02% 681
2023
Q2 		$1.67M Buy
28,470
+16,733
+143% +$920K 0.02% 632
2023
Q1 		$642K Sell
11,737
-2,538
-18% -$132K 0.01% 999
2022
Q4 		$661K Sell
14,275
-902
-6% -$41.2K 0.01% 945
2022
Q3 		$627K Buy
15,177
+8,508
+128% +$402K 0.01% 910
2022
Q2 		$300K Sell
6,669
-2,733
-29% -$137K 0.01% 1213
2022
Q1 		$548K Buy
+9,402
New +$572K 0.01% 1016

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Raymond James Financial
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return