Dynamic Advisor Solutions’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Dynamic Advisor Solutions’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 Q2	$219K	Buy	+2,558	New	+$210K	0.01%	969
2025 Q1	–	Sell	-3,976	Closed	-$224K	–	880
2024 Q4	$224K	Buy	3,976 +269	+7%	+$15.3K	0.01%	594
2024 Q3	$212K	Buy	3,707 +51	+1%	+$2.79K	0.01%	869
2024 Q2	$201K	Buy	3,656 +151	+4%	+$8.42K	0.01%	880
2024 Q1	$206K	Buy	+3,505	New	+$198K	0.01%	860
2020 Q1	–	Sell	-25,535	Closed	-$1.07M	–	574
2019 Q4	$1.07M	Buy	+25,535	New	+$1.03M	0.15%	175

Other funds holding ROBO

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return