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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
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

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AAS
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Northwestern Mutual Wealth Management
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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