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Good Life Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Good Life Advisors’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
2024
Q1 		– Sell
-3,784
Closed -$217K – 479
2023
Q4 		$217K Sell
3,784
-1,272
-25% -$64.9K 0.02% 397
2023
Q3 		$255K Sell
5,056
-3,152
-38% -$173K 0.03% 344
2023
Q2 		$481K Sell
8,208
-287
-3% -$15.8K 0.05% 226
2023
Q1 		$465K Buy
8,495
+110
+1% +$5.74K 0.06% 218
2022
Q4 		$388K Buy
8,385
+313
+4% +$14.3K 0.05% 235
2022
Q3 		$334K Sell
8,072
-104
-1% -$4.92K 0.05% 240
2022
Q2 		$368K Sell
8,176
-83
-1% -$4.15K 0.05% 231
2022
Q1 		$481K Sell
8,259
-70
-0.8% -$4.26K 0.06% 207
2021
Q4 		$584K Buy
8,329
+173
+2% +$11.8K 0.07% 189
2021
Q3 		$525K Buy
8,156
+4
+0% +$266 0.07% 193
2021
Q2 		$532K Hold
8,152
– – 0.1% 150
2021
Q1 		$519K Hold
8,152
– – 0.11% 152
2020
Q4 		$496K Sell
8,152
-253
-3% -$13.7K 0.12% 134
2020
Q3 		$403K Sell
8,405
-518
-6% -$24.2K 0.11% 144
2020
Q2 		$389K Sell
8,923
-211
-2% -$8.39K 0.12% 138
2020
Q1 		$310K Sell
9,134
-568
-6% -$22.4K 0.11% 151
2019
Q4 		$406K Buy
9,702
+170
+2% +$6.85K 0.12% 144
2019
Q3 		$369K Buy
+9,532
New +$360K 0.11% 143

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Good Life Advisors's ROBO Position: Q1 2024 in Review

Good Life Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2024, closing a stake of 3,784 shares — an estimated $217K sold.

Good Life Advisors first reported a position in ROBO in Q3 2019 and held it in 18 quarters. The position peaked at $584K in Q4 2021. 230 funds tracked by Wall St. Rank hold ROBO as of Q1 2024.

  • Good Life Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2024 after selling out during the quarter.
  • Good Life Advisors sold 3,784 ROBO Global Robotics & Automation Index ETF shares in Q1 2024, an estimated $217K.
  • Good Life Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and held it in 18 quarters.
  • Good Life Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $584K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2024.

Based on Good Life Advisors's 13F filing for Q1 2024, filed 3 May 2024.