Burt Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Burt 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
2021 Q1	–	Sell	-237	Closed	-$14K	–	295
2020 Q4	$14K	Hold	237	–	–	﹤0.01%	272
2020 Q3	$11K	Hold	237	–	–	﹤0.01%	279
2020 Q2	$10K	Hold	237	–	–	﹤0.01%	269
2020 Q1	$8K	Hold	237	–	–	﹤0.01%	280
2019 Q4	$10K	Hold	237	–	–	﹤0.01%	270
2019 Q3	$9K	Hold	237	–	–	﹤0.01%	276
2019 Q2	$9K	Hold	237	–	–	﹤0.01%	277
2019 Q1	$9K	Hold	237	–	–	﹤0.01%	282
2018 Q4	$8K	Hold	237	–	–	﹤0.01%	284
2018 Q3	$10K	Hold	237	–	–	﹤0.01%	297
2018 Q2	$9K	Buy	+237	New	+$9.81K	﹤0.01%	291

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return

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

Burt Wealth Advisors's ROBO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2021, closing a stake of 237 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in ROBO in Q2 2018 and held it in 11 quarters. The position peaked at $14K in Q4 2020. 219 funds tracked by Wall St. Rank hold ROBO as of Q1 2021.

Burt Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 237 ROBO Global Robotics & Automation Index ETF shares in Q1 2021, an estimated $14K.
Burt Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and held it in 11 quarters.
Burt Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $14K in Q4 2020.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.