Certified Advisory Corp’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-78	Closed	-$5K	–	614
2021 Q1	$5K	Buy	+78	New	+$5.13K	﹤0.01%	677
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	682
2020 Q1	$3K	Hold	80	–	–	﹤0.01%	669
2019 Q4	$3K	Hold	80	–	–	﹤0.01%	704
2019 Q3	$3K	Sell	80 -1,352	-94%	-$51.1K	﹤0.01%	713
2019 Q2	$57K	Hold	1,432	–	–	0.02%	298
2019 Q1	$55K	Sell	1,432 -220	-13%	-$8.12K	0.02%	283
2018 Q4	$54K	Hold	1,652	–	–	0.03%	264
2018 Q3	$69K	Sell	1,652 -200	-11%	-$8.23K	0.03%	248
2018 Q2	$74K	Hold	1,852	–	–	0.04%	231
2018 Q1	$77K	Buy	1,852 +420	+29%	+$18.2K	0.05%	221
2017 Q4	$59K	Buy	+1,432	New	+$58.1K	0.04%	213

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

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

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

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

Certified Advisory Corp's ROBO Position: Q2 2021 in Review

Certified Advisory Corp sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 78 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in ROBO in Q4 2017 and held it in 12 quarters. The position peaked at $77K in Q1 2018. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

Certified Advisory Corp reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 78 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $5K.
Certified Advisory Corp first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's ROBO Global Robotics & Automation Index ETF position peaked at $77K in Q1 2018.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.