FSA Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

FSA Wealth 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	$10.1K	Sell	154 -70	-31%	-$4.43K	﹤0.01%	305
2025 Q2	$13.4K	Buy	224 +180	+409%	+$9.63K	0.01%	263
2025 Q1	$2.28K	Hold	44	–	–	﹤0.01%	431
2024 Q4	$2.49K	Hold	44	–	–	﹤0.01%	469
2024 Q3	$2.51K	Buy	+44	New	+$2.41K	﹤0.01%	470
2024 Q1	$2.58K	Hold	44	–	–	﹤0.01%	523
2023 Q4	$3K	Buy	+44	New	+$2.25K	﹤0.01%	504
2020 Q3	–	Sell	-50	Closed	-$2K	–	289
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	367
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	359
2019 Q4	$2K	Buy	+50	New	+$2.02K	﹤0.01%	440

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FSA Wealth Management's ROBO Position: Q3 2025 in Review

FSA Wealth Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 31% in Q3 2025, selling an estimated $4.43K and leaving 154 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

FSA Wealth Management first reported a position in ROBO in Q4 2019 and has held it in 10 quarters since. The position peaked at $13.4K in Q2 2025. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2025.

FSA Wealth Management held 154 shares of ROBO Global Robotics & Automation Index ETF worth $10.1K as of Q3 2025.
FSA Wealth Management sold 70 ROBO Global Robotics & Automation Index ETF shares in Q3 2025, an estimated $4.43K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #305 holding.
FSA Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and has held it in 10 quarters since.
FSA Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $13.4K in Q2 2025.
222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.