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Financial Advocates Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-3,636
Closed -$217K – 475
2025
Q2 		$217K Sell
3,636
-650
-15% -$34.8K 0.02% 571
2025
Q1 		$221K Buy
4,286
+642
+18% +$36.8K 0.02% 652
2024
Q4 		$205K Buy
3,644
+66
+2% +$3.75K 0.01% 696
2024
Q3 		$204K Buy
+3,578
New +$196K 0.01% 717
2022
Q3 		– Sell
-4,990
Closed -$224K – 820
2022
Q2 		$224K Sell
4,990
-1,268
-20% -$63.4K 0.02% 590
2022
Q1 		$365K Buy
6,258
+144
+2% +$8.77K 0.02% 524
2021
Q4 		$429K Buy
6,114
+465
+8% +$31.8K 0.03% 526
2021
Q3 		$374K Sell
5,649
-29,842
-84% -$1.98M 0.03% 553
2021
Q2 		$2M Buy
35,491
+29,697
+513% +$1.9M 0.13% 183
2021
Q1 		$368K Buy
5,794
+674
+13% +$44.3K 0.03% 551
2020
Q4 		$311K Buy
5,120
+809
+19% +$43.8K 0.02% 553
2020
Q3 		$207K Buy
+4,311
New +$202K 0.02% 579

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $324B AUM 22.36% 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 $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Financial Advocates Investment Management's ROBO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2025, closing a stake of 3,636 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in ROBO in Q3 2020 and held it in 12 quarters. The position peaked at $2M in Q2 2021. 223 funds tracked by Wall St. Rank hold ROBO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,636 ROBO Global Robotics & Automation Index ETF shares in Q3 2025, an estimated $217K.
  • Financial Advocates Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $2M in Q2 2021.
  • 223 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.