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Cetera Advisor Networks’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Cetera Advisor Networks’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
Q1 		$4.5M Sell
76,783
-4,132
-5% -$234K 0.02% 677
2023
Q4 		$4.64M Buy
80,915
+1,086
+1% +$55.4K 0.03% 607
2023
Q3 		$4.02M Buy
79,829
+2,598
+3% +$143K 0.03% 609
2023
Q2 		$4.52M Buy
77,231
+2,362
+3% +$130K 0.03% 534
2023
Q1 		$4.1M Buy
74,869
+395
+0.5% +$20.6K 0.03% 565
2022
Q4 		$3.45M Buy
74,474
+63,272
+565% +$2.89M 0.03% 589
2022
Q3 		$463K Sell
11,202
-5,322
-32% -$252K 0.01% 1334
2022
Q2 		$742K Buy
16,524
+3,919
+31% +$196K 0.01% 1043
2022
Q1 		$735K Buy
12,605
+473
+4% +$28.8K 0.01% 1067
2021
Q4 		$851K Buy
12,132
+476
+4% +$32.5K 0.01% 972
2021
Q3 		$751K Sell
11,656
-385
-3% -$25.6K 0.01% 978
2021
Q2 		$785K Buy
12,041
+3,906
+48% +$250K 0.01% 943
2021
Q1 		$517K Buy
8,135
+3,286
+68% +$216K 0.01% 856
2020
Q4 		$295K Buy
+4,849
New +$262K 0.01% 1052
2020
Q3 		– Sell
-2,675
Closed -$116K – 2656
2020
Q2 		$116K Sell
2,675
-5,574
-68% -$222K ﹤0.01% 1413
2020
Q1 		$277K Sell
8,249
-96
-1% -$3.78K 0.01% 836
2019
Q4 		$349K Sell
8,345
-1,465
-15% -$59K 0.01% 876
2019
Q3 		$382K Buy
9,810
+180
+2% +$6.8K 0.01% 814
2019
Q2 		$384K Buy
9,630
+503
+6% +$19.7K 0.01% 790
2019
Q1 		$356K Buy
9,127
+191
+2% +$7.05K 0.01% 802
2018
Q4 		$296K Sell
8,936
-6,754
-43% -$245K 0.01% 768
2018
Q3 		$652K Buy
15,690
+4,580
+41% +$189K 0.02% 549
2018
Q2 		$445K Buy
11,110
+690
+7% +$28.6K 0.02% 511
2018
Q1 		$433K Buy
10,420
+1,410
+16% +$61.1K 0.02% 545
2017
Q4 		$370K Buy
+9,010
New +$365K 0.02% 663

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Advisor Networks's ROBO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 5.1% in Q1 2024, selling an estimated $234K and leaving 76,783 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #677.

Cetera Advisor Networks first reported a position in ROBO in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.64M in Q4 2023. 230 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Cetera Advisor Networks held 76,783 shares of ROBO Global Robotics & Automation Index ETF worth $4.5M as of Q1 2024.
  • Cetera Advisor Networks sold 4,132 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $234K.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #677 holding.
  • Cetera Advisor Networks first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 25 quarters since.
  • Cetera Advisor Networks's ROBO Global Robotics & Automation Index ETF position peaked at $4.64M in Q4 2023.
  • 230 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.