CIBC Private Wealth Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$111K	Buy	1,602 +55	+4%	+$3.76K	﹤0.01%	1459
2025 Q3	$101K	Buy	1,547 +1,300	+526%	+$82.2K	﹤0.01%	1482
2025 Q2	$14.8K	Hold	247	–	–	﹤0.01%	2122
2025 Q1	$10.8K	Hold	247	–	–	﹤0.01%	2220
2024 Q4	$14.1K	Hold	247	–	–	﹤0.01%	2167
2024 Q3	$14.1K	Hold	247	–	–	﹤0.01%	2299
2024 Q2	$13.8K	Hold	247	–	–	﹤0.01%	2176
2024 Q1	$14.4K	Buy	+247	New	+$14K	﹤0.01%	2150
2018 Q3	–	Sell	-23	Closed	-$1K	–	1557
2018 Q2	$1K	Sell	23 -1,485	-98%	-$61.5K	﹤0.01%	1909
2018 Q1	$63K	Buy	1,508 +123	+9%	+$5.33K	﹤0.01%	1105
2017 Q4	$57K	Buy	+1,385	New	+$56.1K	﹤0.01%	1150

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIBC Private Wealth Group's ROBO Position: Q4 2025 in Review

CIBC Private Wealth Group increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3.6% in Q4 2025, buying an estimated $3.76K and bringing the position to 1,602 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

CIBC Private Wealth Group first reported a position in ROBO in Q4 2017 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

CIBC Private Wealth Group held 1,602 shares of ROBO Global Robotics & Automation Index ETF worth $111K as of Q4 2025.
CIBC Private Wealth Group bought 55 ROBO Global Robotics & Automation Index ETF shares in Q4 2025, an estimated $3.76K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1459 holding.
CIBC Private Wealth Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 11 quarters since.
247 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.