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Fiduciary Alliance’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Fiduciary Alliance’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
Q4 		– Sell
-3,271
Closed -$214K – 529
2025
Q3 		$214K Buy
+3,271
New +$207K 0.01% 474
2025
Q1 		– Sell
-6,511
Closed -$366K – 398
2024
Q4 		$366K Buy
6,511
+65
+1% +$3.69K 0.04% 270
2024
Q3 		$368K Sell
6,446
-2,273
-26% -$124K 0.05% 188
2024
Q2 		$479K Sell
8,719
-397
-4% -$22.1K 0.08% 132
2024
Q1 		$530K Sell
9,116
-1,379
-13% -$78K 0.09% 119
2023
Q4 		$601K Sell
10,495
-103
-1% -$5.26K 0.12% 101
2023
Q3 		$534K Buy
10,598
+337
+3% +$18.5K 0.12% 103
2023
Q2 		$601K Buy
10,261
+920
+10% +$50.6K 0.13% 88
2023
Q1 		$511K Buy
9,341
+525
+6% +$27.4K 0.13% 93
2022
Q4 		$408K Buy
+8,816
New +$402K 0.11% 95

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Fiduciary Alliance's ROBO Position: Q4 2025 in Review

Fiduciary Alliance sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2025, closing a stake of 3,271 shares — an estimated $214K sold.

Fiduciary Alliance first reported a position in ROBO in Q4 2022 and held it in 10 quarters. The position peaked at $601K in Q4 2023. 248 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

  • Fiduciary Alliance reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Alliance sold 3,271 ROBO Global Robotics & Automation Index ETF shares in Q4 2025, an estimated $214K.
  • Fiduciary Alliance first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and held it in 10 quarters.
  • Fiduciary Alliance's ROBO Global Robotics & Automation Index ETF position peaked at $601K in Q4 2023.
  • 248 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on Fiduciary Alliance's 13F filing for Q4 2025, filed 22 Jan 2026.