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

Crescent Grove 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
2025
Q1 		– Sell
-4,208
Closed -$237K – 285
2024
Q4 		$237K Hold
4,208
– – 0.02% 251
2024
Q3 		$240K Sell
4,208
-455
-10% -$24.9K 0.02% 250
2024
Q2 		$257K Hold
4,663
– – 0.03% 230
2024
Q1 		$273K Buy
4,663
+1,147
+33% +$64.9K 0.03% 254
2023
Q4 		$201K Buy
+3,516
New +$179K 0.02% 276

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
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crescent Grove Advisors's ROBO Position: Q1 2025 in Review

Crescent Grove Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2025, closing a stake of 4,208 shares — an estimated $237K sold.

Crescent Grove Advisors first reported a position in ROBO in Q4 2023 and held it in 5 quarters. The position peaked at $273K in Q1 2024. 210 funds tracked by Wall St. Rank hold ROBO as of Q1 2025.

  • Crescent Grove Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 4,208 ROBO Global Robotics & Automation Index ETF shares in Q1 2025, an estimated $237K.
  • Crescent Grove Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and held it in 5 quarters.
  • Crescent Grove Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $273K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.