B. Riley Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

B. Riley Wealth Advisors’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
2022 Q1	–	Sell	-2,925	Closed	-$206K	–	1484
2021 Q4	$206K	Sell	2,925 -488	-14%	-$33.3K	0.01%	1257
2021 Q3	$220K	Buy	3,413 +74	+2%	+$4.92K	0.01%	1196
2021 Q2	$218K	Sell	3,339 -2,002	-37%	-$128K	0.01%	1176
2021 Q1	$340K	Buy	5,341 +1,456	+37%	+$95.8K	0.01%	933
2020 Q4	$237K	Buy	+3,885	New	+$210K	0.01%	868
2015 Q1	–	Sell	-3,980	Closed	-$102	–	1680
2014 Q4	$102	Buy	+3,980	New	+$102K	﹤0.01%	1713
2014 Q3	–	Sell	-2,800	Closed	-$78.1K	–	1628
2014 Q2	$78.1K	Buy	+2,800	New	+$74.4K	0.02%	832

Other funds holding ROBO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's ROBO Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2022, closing a stake of 2,925 shares — an estimated $206K sold.

B. Riley Wealth Advisors first reported a position in ROBO in Q2 2014 and held it in 7 quarters. The position peaked at $340K in Q1 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q1 2022.

B. Riley Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,925 ROBO Global Robotics & Automation Index ETF shares in Q1 2022, an estimated $206K.
B. Riley Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $340K in Q1 2021.
223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.