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

Bright Futures 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
2024
Q3 		– Sell
-51,064
Closed -$2.66M – 235
2024
Q2 		$2.66M Buy
51,064
+3,668
+8% +$204K 1.44% 12
2024
Q1 		$2.6M Buy
+47,396
New +$2.68M 1.41% 14

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

Bright Futures Wealth Management's ROBO Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2024, closing a stake of 51,064 shares — an estimated $2.66M sold.

Bright Futures Wealth Management first reported a position in ROBO in Q1 2024 and held it in 2 quarters. The position peaked at $2.66M in Q2 2024. 217 funds tracked by Wall St. Rank hold ROBO as of Q3 2024.

  • Bright Futures Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 51,064 ROBO Global Robotics & Automation Index ETF shares in Q3 2024, an estimated $2.66M.
  • Bright Futures Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.66M in Q2 2024.
  • 217 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.