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

Cetera 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
2024
Q1 		$2.67M Buy
45,525
+29,652
+187% +$1.68M 0.02% 689
2023
Q4 		$910K Buy
15,873
+424
+3% +$21.6K 0.01% 818
2023
Q3 		$778K Buy
15,449
+2,323
+18% +$128K 0.01% 832
2023
Q2 		$769K Buy
13,126
+555
+4% +$30.5K 0.01% 831
2023
Q1 		$688K Sell
12,571
-371
-3% -$19.4K 0.01% 858
2022
Q4 		$600K Sell
12,942
-611
-5% -$27.9K 0.01% 888
2022
Q3 		$560K Buy
13,553
+284
+2% +$13.4K 0.01% 735
2022
Q2 		$596K Buy
13,269
+666
+5% +$33.3K 0.01% 771
2022
Q1 		$735K Buy
12,603
+2,118
+20% +$129K 0.01% 725
2021
Q4 		$735K Sell
10,485
-586
-5% -$40K 0.01% 723
2021
Q3 		$713K Buy
11,071
+905
+9% +$60.1K 0.01% 728
2021
Q2 		$663K Buy
10,166
+302
+3% +$19.3K 0.02% 698
2021
Q1 		$626K Buy
+9,864
New +$649K 0.02% 648
2019
Q4 		– Sell
-7,003
Closed -$272K – 946
2019
Q3 		$272K Sell
7,003
-784
-10% -$29.6K 0.01% 719
2019
Q2 		$313K Sell
7,787
-495
-6% -$19.4K 0.01% 693
2019
Q1 		$323K Sell
8,282
-467
-5% -$17.2K 0.02% 621
2018
Q4 		$285K Sell
8,749
-4,238
-33% -$154K 0.02% 643
2018
Q3 		$542K Sell
12,987
-1,957
-13% -$80.6K 0.03% 535
2018
Q2 		$599K Sell
14,944
-751
-5% -$31.1K 0.03% 453
2018
Q1 		$654K Buy
15,695
+472
+3% +$20.4K 0.04% 401
2017
Q4 		$627K Buy
15,223
+2,149
+16% +$87.1K 0.04% 387
2017
Q3 		$504K Buy
13,074
+2,691
+26% +$98K 0.03% 460
2017
Q2 		$356K Buy
+10,383
New +$351K 0.02% 555

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors's ROBO Position: Q1 2024 in Review

Cetera Advisors increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 187% in Q1 2024, buying an estimated $1.68M and bringing the position to 45,525 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #689.

Cetera Advisors first reported a position in ROBO in Q2 2017 and has held it in 23 quarters since. 229 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Cetera Advisors held 45,525 shares of ROBO Global Robotics & Automation Index ETF worth $2.67M as of Q1 2024.
  • Cetera Advisors bought 29,652 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $1.68M.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #689 holding.
  • Cetera Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 23 quarters since.
  • 229 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

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