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

IAG Wealth 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
2024
Q2 		– Sell
-188
Closed -$11K – 520
2024
Q1 		$11K Hold
188
– – ﹤0.01% 305
2023
Q4 		$10.8K Hold
188
– – ﹤0.01% 296
2023
Q3 		$9.47K Hold
188
– – ﹤0.01% 300
2023
Q2 		$11K Hold
188
– – ﹤0.01% 304
2023
Q1 		$10.3K Hold
188
– – ﹤0.01% 308
2022
Q4 		$8.71K Hold
188
– – ﹤0.01% 299
2022
Q3 		$8K Hold
188
– – ﹤0.01% 293
2022
Q2 		$8K Hold
188
– – ﹤0.01% 298
2022
Q1 		$11K Hold
188
– – ﹤0.01% 291
2021
Q4 		$13K Hold
188
– – ﹤0.01% 274
2021
Q3 		$13K Hold
188
– – ﹤0.01% 242
2021
Q2 		$13K Hold
188
– – ﹤0.01% 234
2021
Q1 		$12K Sell
188
-76
-29% -$5K ﹤0.01% 243
2020
Q4 		$17K Hold
264
– – 0.01% 185
2020
Q3 		$13K Hold
264
– – 0.01% 200
2020
Q2 		$12K Hold
264
– – 0.01% 201
2020
Q1 		$9K Hold
264
– – 0.01% 222
2019
Q4 		$12K Buy
+264
New +$10.6K 0.01% 236

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
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $397M AUM 32.69% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IAG Wealth Partners's ROBO Position: Q2 2024 in Review

IAG Wealth Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2024, closing a stake of 188 shares — an estimated $11K sold.

IAG Wealth Partners first reported a position in ROBO in Q4 2019 and held it in 18 quarters. The position peaked at $17K in Q4 2020. 220 funds tracked by Wall St. Rank hold ROBO as of Q2 2024.

  • IAG Wealth Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 188 ROBO Global Robotics & Automation Index ETF shares in Q2 2024, an estimated $11K.
  • IAG Wealth Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 18 quarters.
  • IAG Wealth Partners's ROBO Global Robotics & Automation Index ETF position peaked at $17K in Q4 2020.
  • 220 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.