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GoalVest Advisory’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

GoalVest Advisory’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
-491
Closed -$29.4K – 410
2025
Q2 		$29.4K Hold
491
– – 0.01% 250
2025
Q1 		$25.3K Hold
491
– – 0.01% 225
2024
Q4 		$27.6K Hold
491
– – 0.01% 224
2024
Q3 		$28K Buy
+491
New +$26.9K 0.01% 239

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 $377B 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 $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

GoalVest Advisory's ROBO Position: Q3 2025 in Review

GoalVest Advisory sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2025, closing a stake of 491 shares — an estimated $29.4K sold.

GoalVest Advisory first reported a position in ROBO in Q3 2024 and held it in 4 quarters. The position peaked at $29.4K in Q2 2025. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2025.

  • GoalVest Advisory reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2025 after selling out during the quarter.
  • GoalVest Advisory sold 491 ROBO Global Robotics & Automation Index ETF shares in Q3 2025, an estimated $29.4K.
  • GoalVest Advisory first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2024 and held it in 4 quarters.
  • GoalVest Advisory's ROBO Global Robotics & Automation Index ETF position peaked at $29.4K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2025.

Based on GoalVest Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.