Global Retirement Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Global Retirement Partners’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	$13.9K	Buy	201 +1	+0.5%	+$68	﹤0.01%	3032
2025 Q3	$13.1K	Buy	+200	New	+$12.7K	﹤0.01%	2583
2024 Q3	–	Sell	-201	Closed	-$11.1K	–	3616
2024 Q2	$11.1K	Sell	201 -25	-11%	-$1.39K	﹤0.01%	2279
2024 Q1	$13.2K	Buy	226 +25	+12%	+$1.41K	﹤0.01%	1992
2023 Q4	$11.1K	Hold	201	–	–	﹤0.01%	2038
2023 Q3	$9.88K	Hold	201	–	–	﹤0.01%	1962
2023 Q2	$11.8K	Hold	201	–	–	﹤0.01%	1906
2023 Q1	$10.7K	Sell	201 -3,510	-95%	-$183K	﹤0.01%	1898
2022 Q4	$172K	Hold	3,711	–	–	0.01%	639
2022 Q3	$164K	Hold	3,711	–	–	0.01%	629
2022 Q2	$167K	Hold	3,711	–	–	0.01%	602
2022 Q1	$178K	Buy	+3,711	New	+$226K	0.01%	583
2021 Q4	–	Sell	-3,710	Closed	-$239K	–	1457
2021 Q3	$239K	Hold	3,710	–	–	0.02%	435
2021 Q2	$242K	Sell	3,710 -75	-2%	-$4.8K	0.02%	419
2021 Q1	$240K	Hold	3,785	–	–	0.03%	386
2020 Q4	$230K	Sell	3,785 -475	-11%	-$25.7K	0.03%	378
2020 Q3	$205K	Buy	4,260 +150	+4%	+$7.02K	0.03%	358
2020 Q2	$179K	Sell	4,110 -407	-9%	-$16.2K	0.03%	374
2020 Q1	$152K	Buy	4,517 +345	+8%	+$13.6K	0.03%	369
2019 Q4	$175K	Sell	4,172 -259	-6%	-$10.4K	0.03%	389
2019 Q3	$170K	Sell	4,431 -1,707	-28%	-$64.5K	0.03%	389
2019 Q2	$245K	Sell	6,138 -14	-0.2%	-$549	0.05%	312
2019 Q1	$238K	Sell	6,152 -421	-6%	-$15.5K	0.06%	268
2018 Q4	$214K	Sell	6,573 -5,087	-44%	-$184K	0.05%	271
2018 Q3	$488K	Sell	11,660 -4,236	-27%	-$174K	0.11%	172
2018 Q2	$636K	Buy	15,896 +3,792	+31%	+$157K	0.16%	128
2018 Q1	$506K	Buy	12,104 +5,689	+89%	+$246K	0.14%	158
2017 Q4	$265K	Buy	6,415 +6,075	+1,787%	+$246K	0.07%	229
2017 Q3	$13K	Buy	+340	New	+$12.4K	0.01%	748

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

Global Retirement Partners's ROBO Position: Q4 2025 in Review

Global Retirement Partners increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 0.5% in Q4 2025, buying an estimated $68 and bringing the position to 201 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

Global Retirement Partners first reported a position in ROBO in Q3 2017 and has held it in 29 quarters since. The position peaked at $636K in Q2 2018. 247 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

Global Retirement Partners held 201 shares of ROBO Global Robotics & Automation Index ETF worth $13.9K as of Q4 2025.
Global Retirement Partners bought 1 ROBO Global Robotics & Automation Index ETF share in Q4 2025, an estimated $68.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3032 holding.
Global Retirement Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2017 and has held it in 29 quarters since.
Global Retirement Partners's ROBO Global Robotics & Automation Index ETF position peaked at $636K in Q2 2018.
247 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.