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Householder Group Estate & Retirement Specialist’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-200
Closed -$11K – 1059
2024
Q3 		$11K Hold
200
– – ﹤0.01% 798
2024
Q2 		$11K Hold
200
– – ﹤0.01% 802
2024
Q1 		$11.7K Hold
200
– – ﹤0.01% 783
2023
Q4 		$11K Hold
200
– – ﹤0.01% 748
2023
Q3 		$10.1K Buy
+200
New +$11K ﹤0.01% 785
2023
Q1 		$11K Buy
+200
New +$10.4K ﹤0.01% 788

Other funds holding ROBO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 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
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 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 $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ROBO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2024, closing a stake of 200 shares — an estimated $11K sold.

Householder Group Estate & Retirement Specialist first reported a position in ROBO in Q1 2023 and held it in 6 quarters. The position peaked at $11.7K in Q1 2024. 218 funds tracked by Wall St. Rank hold ROBO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 200 ROBO Global Robotics & Automation Index ETF shares in Q4 2024, an estimated $11K.
  • Householder Group Estate & Retirement Specialist first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's ROBO Global Robotics & Automation Index ETF position peaked at $11.7K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.