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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

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's ROBO Position: Q2 2025 in Review

Atria Wealth Solutions sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2025, closing a stake of 5,242 shares — an estimated $270K sold.

Atria Wealth Solutions first reported a position in ROBO in Q1 2022 and held it in 13 quarters. The position peaked at $1.7M in Q1 2024. 210 funds tracked by Wall St. Rank hold ROBO as of Q2 2025.

  • Atria Wealth Solutions reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,242 ROBO Global Robotics & Automation Index ETF shares in Q2 2025, an estimated $270K.
  • Atria Wealth Solutions first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's ROBO Global Robotics & Automation Index ETF position peaked at $1.7M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.