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

Bulltick 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
2022 Q2	–	Sell	-3,740	Closed	-$218K	–	141
2022 Q1	$218K	Hold	3,740	–	–	0.05%	125
2021 Q4	$262K	Hold	3,740	–	–	0.05%	121
2021 Q3	$241K	Hold	3,740	–	–	0.05%	119
2021 Q2	$244K	Hold	3,740	–	–	0.06%	118
2021 Q1	$238K	Hold	3,740	–	–	0.07%	103
2020 Q4	$228K	Buy	+3,740	New	+$202K	0.07%	93

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bulltick Wealth Management's ROBO Position: Q2 2022 in Review

Bulltick Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2022, closing a stake of 3,740 shares — an estimated $218K sold.

Bulltick Wealth Management first reported a position in ROBO in Q4 2020 and held it in 6 quarters. The position peaked at $262K in Q4 2021. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

Bulltick Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2022 after selling out during the quarter.
Bulltick Wealth Management sold 3,740 ROBO Global Robotics & Automation Index ETF shares in Q2 2022, an estimated $218K.
Bulltick Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 6 quarters.
Bulltick Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $262K in Q4 2021.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on Bulltick Wealth Management's 13F filing for Q2 2022, filed 25 Apr 2024.