FA
ROBO icon

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 $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
MLCM
M & L Capital Management London, United Kingdom $407M AUM 86.1% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.49B AUM 14.6% 1-Year Est. Return