FFA
ROBO icon

Farther Finance Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Farther Finance 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 		$360K Sell
5,133
-67
-1% -$4.92K ﹤0.01% 1617
2025
Q4 		$360K Buy
5,200
+699
+16% +$47.8K ﹤0.01% 1524
2025
Q3 		$295K Buy
4,501
+623
+16% +$39.4K ﹤0.01% 1392
2025
Q2 		$232K Buy
3,878
+89
+2% +$4.76K ﹤0.01% 1323
2025
Q1 		$195K Sell
3,789
-955
-20% -$54.7K 0.01% 1238
2024
Q4 		$267K Sell
4,744
-3,234
-41% -$184K 0.01% 860
2024
Q3 		$455K Sell
7,978
-131
-2% -$7.17K 0.02% 631
2024
Q2 		$443K Buy
8,109
+469
+6% +$26.1K 0.02% 519
2024
Q1 		$444K Buy
7,640
+325
+4% +$18.4K 0.03% 428
2023
Q4 		$419K Buy
7,315
+3,181
+77% +$162K 0.03% 388
2023
Q3 		$208K Sell
4,134
-123
-3% -$6.75K 0.03% 378
2023
Q2 		$249K Buy
4,257
+948
+29% +$52.1K 0.05% 280
2023
Q1 		$181K Sell
3,309
-1,918
-37% -$100K 0.05% 280
2022
Q4 		$242K Buy
+5,227
New +$239K 0.09% 200

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