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Avior Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Avior Wealth 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
2025
Q2 		– Sell
-6,100
Closed -$314K – 763
2025
Q1 		$314K Sell
6,100
-2,000
-25% -$115K 0.01% 533
2024
Q4 		$456K Sell
8,100
-1,403
-15% -$79.8K 0.02% 474
2024
Q3 		$542K Sell
9,503
-2,655
-22% -$145K 0.02% 428
2024
Q2 		$670K Sell
12,158
-807
-6% -$45K 0.03% 361
2024
Q1 		$760K Buy
+12,965
New +$733K 0.04% 348
2022
Q1 		– Sell
-37
Closed -$2K – 1215
2021
Q4 		$2K Hold
37
– – ﹤0.01% 981
2021
Q3 		$2K Hold
37
– – ﹤0.01% 950
2021
Q2 		$2K Hold
37
– – ﹤0.01% 916
2021
Q1 		$2K Hold
37
– – ﹤0.01% 915
2020
Q4 		$2K Hold
37
– – ﹤0.01% 889
2020
Q3 		$1K Hold
37
– – ﹤0.01% 888
2020
Q2 		$1K Buy
+37
New +$1.47K ﹤0.01% 863

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
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 $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's ROBO Position: Q2 2025 in Review

Avior Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2025, closing a stake of 6,100 shares — an estimated $314K sold.

Avior Wealth Management first reported a position in ROBO in Q2 2020 and held it in 12 quarters. The position peaked at $760K in Q1 2024. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2025.

  • Avior Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,100 ROBO Global Robotics & Automation Index ETF shares in Q2 2025, an estimated $314K.
  • Avior Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2020 and held it in 12 quarters.
  • Avior Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $760K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.