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EP Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

EP Wealth 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
2026
Q1 		$399K Sell
5,832
-1,215
-17% -$89.2K ﹤0.01% 1006
2025
Q4 		$488K Buy
+7,047
New +$482K ﹤0.01% 891
2025
Q2 		$363K Buy
+6,077
New +$325K ﹤0.01% 920
2025
Q1 		– Sell
-6,336
Closed -$356K – 1360
2024
Q4 		$356K Buy
6,336
+513
+9% +$29.2K ﹤0.01% 804
2024
Q3 		$332K Hold
5,823
– – ﹤0.01% 816
2024
Q2 		$321K Sell
5,823
-2,050
-26% -$114K ﹤0.01% 637
2024
Q1 		$462K Sell
7,873
-47
-0.6% -$2.66K 0.01% 526
2023
Q4 		$454K Buy
+7,920
New +$404K 0.01% 510

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