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Creekmur Asset Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Creekmur Asset Management’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
Q3 		$94.7K Sell
1,445
-11
-0.8% -$696 0.02% 271
2025
Q2 		$87.1K Sell
1,456
-87
-6% -$4.66K 0.02% 282
2025
Q1 		$79.5K Hold
1,543
– – 0.02% 259
2024
Q4 		$86.8K Buy
1,543
+8
+0.5% +$455 0.02% 167
2024
Q3 		$87.6K Hold
1,535
– – 0.02% 160
2024
Q2 		$84.6K Hold
1,535
– – 0.02% 183
2024
Q1 		$90K Buy
1,535
+1
+0.1% +$57 0.03% 182
2023
Q4 		$87.9K Buy
+1,534
New +$78.3K 0.03% 223

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
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 $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Creekmur Asset Management's ROBO Position: Q3 2025 in Review

Creekmur Asset Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.76% in Q3 2025, selling an estimated $696 and leaving 1,445 shares worth $94.7K. The position accounts for 0.02% of the portfolio, ranked #271.

Creekmur Asset Management first reported a position in ROBO in Q4 2023 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2025.

  • Creekmur Asset Management held 1,445 shares of ROBO Global Robotics & Automation Index ETF worth $94.7K as of Q3 2025.
  • Creekmur Asset Management sold 11 ROBO Global Robotics & Automation Index ETF shares in Q3 2025, an estimated $696.
  • ROBO Global Robotics & Automation Index ETF made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #271 holding.
  • Creekmur Asset Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and has held it in 8 quarters since.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.