AAS
ROBO icon

Avantax Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Avantax Advisory Services’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
2024
Q3 		– Sell
-8,657
Closed -$477K – 2188
2024
Q2 		$477K Sell
8,657
-90
-1% -$5.02K ﹤0.01% 1394
2024
Q1 		$513K Buy
8,747
+159
+2% +$8.99K ﹤0.01% 1023
2023
Q4 		$492K Buy
8,588
+1,914
+29% +$97.7K ﹤0.01% 990
2023
Q3 		$336K Buy
6,674
+823
+14% +$45.2K ﹤0.01% 1132
2023
Q2 		$343K Sell
5,851
-215
-4% -$11.8K ﹤0.01% 1113
2023
Q1 		$332K Sell
6,066
-769
-11% -$40.1K ﹤0.01% 1097
2022
Q4 		$317K Sell
6,835
-600
-8% -$27.4K ﹤0.01% 1082
2022
Q3 		$307K Sell
7,435
-333
-4% -$15.8K ﹤0.01% 996
2022
Q2 		$349K Sell
7,768
-2
-0% -$100 0.01% 943
2022
Q1 		$454K Buy
7,770
+58
+0.8% +$3.53K 0.01% 822
2021
Q4 		$541K Buy
7,712
+234
+3% +$16K 0.01% 733
2021
Q3 		$482K Buy
7,478
+1,875
+33% +$125K 0.01% 735
2021
Q2 		$368K Sell
5,603
-20
-0.4% -$1.28K 0.01% 819
2021
Q1 		$361K Sell
5,623
-470
-8% -$30.9K 0.01% 728
2020
Q4 		$370K Sell
6,093
-7,229
-54% -$391K 0.01% 651
2020
Q3 		$645K Buy
+13,322
New +$623K 0.01% 707

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's ROBO Position: Q3 2024 in Review

Avantax Advisory Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2024, closing a stake of 8,657 shares — an estimated $477K sold.

Avantax Advisory Services first reported a position in ROBO in Q3 2020 and held it in 16 quarters. The position peaked at $645K in Q3 2020. 217 funds tracked by Wall St. Rank hold ROBO as of Q3 2024.

  • Avantax Advisory Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,657 ROBO Global Robotics & Automation Index ETF shares in Q3 2024, an estimated $477K.
  • Avantax Advisory Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2020 and held it in 16 quarters.
  • Avantax Advisory Services's ROBO Global Robotics & Automation Index ETF position peaked at $645K in Q3 2020.
  • 217 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.