Cetera Investment Advisers
ROBO icon

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

Cetera Investment Advisers’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
2026
Q1 		$4.1M Buy
59,952
+3,832
+7% +$281K ﹤0.01% 1659
2025
Q4 		$3.89M Sell
56,120
-430
-0.8% -$29.4K ﹤0.01% 1638
2025
Q3 		$3.71M Buy
56,550
+3,138
+6% +$198K ﹤0.01% 1659
2025
Q2 		$3.19M Sell
53,412
-5,585
-9% -$299K 0.01% 1501
2025
Q1 		$3.04M Buy
58,997
+1,666
+3% +$95.5K 0.01% 1431
2024
Q4 		$3.23M Sell
57,331
-189
-0.3% -$10.7K 0.01% 1307
2024
Q3 		$3.28M Sell
57,520
-63,877
-53% -$3.49M 0.01% 1264
2024
Q2 		$6.69M Sell
121,397
-2,737
-2% -$153K 0.02% 848
2024
Q1 		$7.28M Buy
124,134
+97,076
+359% +$5.49M 0.02% 796
2023
Q4 		$1.55M Sell
27,058
-433
-2% -$22.1K 0.01% 894
2023
Q3 		$1.38M Buy
27,491
+269
+1% +$14.8K 0.01% 908
2023
Q2 		$1.59M Sell
27,222
-492
-2% -$27K 0.01% 869
2023
Q1 		$1.52M Buy
27,714
+257
+0.9% +$13.4K 0.01% 856
2022
Q4 		$1.27M Buy
27,457
+14,859
+118% +$678K 0.01% 889
2022
Q3 		$521K Sell
12,598
-1,587
-11% -$75.1K 0.01% 970
2022
Q2 		$638K Buy
14,185
+441
+3% +$22K 0.01% 978
2022
Q1 		$801K Buy
13,744
+1,729
+14% +$105K 0.01% 900
2021
Q4 		$842K Sell
12,015
-131
-1% -$8.95K 0.01% 886
2021
Q3 		$782K Buy
12,146
+2,403
+25% +$160K 0.01% 882
2021
Q2 		$635K Buy
9,743
+886
+10% +$56.8K 0.01% 987
2021
Q1 		$563K Buy
+8,857
New +$583K 0.01% 909

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 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 $528B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return