Financial Freedom LLC’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Financial Freedom LLC’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 Q3	$472K	Sell	5,861 -1,290	-18%	-$104K	0.22%	67
2026 Q2	$613K	Hold	7,151	–	–	0.28%	59
2026 Q1	$489K	Buy	7,151 +154	+2%	+$11.3K	0.24%	65
2025 Q4	$485K	Hold	6,997	–	–	0.24%	65
2025 Q3	$459K	Buy	6,997 +1	+0%	+$63	0.23%	71
2025 Q2	$418K	Sell	6,996 -1	-0%	-$54	0.23%	70
2025 Q1	$360K	Sell	6,997 -1,135	-14%	-$65.1K	0.21%	72
2024 Q4	$457K	Sell	8,132 -95	-1%	-$5.4K	0.24%	63
2024 Q3	$469K	Hold	8,227	–	–	0.25%	66
2024 Q2	$453K	Hold	8,227	–	–	0.26%	64
2024 Q1	$482K	Sell	8,227 -433	-5%	-$24.5K	0.29%	59
2023 Q4	$496K	Buy	8,660 +3	+0%	+$153	0.32%	57
2023 Q3	$436K	Buy	8,657 +46	+0.5%	+$2.52K	0.31%	55
2023 Q2	$504K	Buy	8,611 +2,813	+49%	+$155K	0.35%	52
2023 Q1	$317K	Buy	5,798 +2,597	+81%	+$135K	0.23%	63
2022 Q4	$148K	Buy	+3,201	New	+$146K	0.1%	92

Other funds holding ROBO

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Carmel Capital Management Carmel, California $425M AUM 46.69% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Financial Freedom LLC's ROBO Position: Q3 2026 in Review

Financial Freedom LLC reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 18% in Q3 2026, selling an estimated $104K and leaving 5,861 shares worth $472K. The position accounts for 0.22% of the portfolio, ranked #67.

Financial Freedom LLC first reported a position in ROBO in Q4 2022 and has held it in 16 quarters since. The position peaked at $613K in Q2 2026. 169 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

Financial Freedom LLC held 5,861 shares of ROBO Global Robotics & Automation Index ETF worth $472K as of Q3 2026.
Financial Freedom LLC sold 1,290 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $104K.
ROBO Global Robotics & Automation Index ETF made up 0.22% of Financial Freedom LLC's portfolio in Q3 2026, its #67 holding.
Financial Freedom LLC first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 16 quarters since.
Financial Freedom LLC's ROBO Global Robotics & Automation Index ETF position peaked at $613K in Q2 2026.
169 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.