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

Indie Asset 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
2022 Q3	–	Sell	-4,815	Closed	-$216K	–	107
2022 Q2	$216K	Sell	4,815 -2,100	-30%	-$105K	0.19%	95
2022 Q1	$403K	Sell	6,915 -3,200	-32%	-$195K	0.3%	63
2021 Q4	$709K	Hold	10,115	–	–	0.51%	33
2021 Q3	$652K	Hold	10,115	–	–	0.53%	37
2021 Q2	$660K	Buy	10,115 +15	+0.1%	+$961	0.54%	37
2021 Q1	$641K	Buy	10,100 +1,250	+14%	+$82.2K	0.73%	33
2020 Q4	$539K	Buy	+8,850	New	+$479K	0.63%	41

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Indie Asset Partners's ROBO Position: Q3 2022 in Review

Indie Asset Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 4,815 shares — an estimated $216K sold.

Indie Asset Partners first reported a position in ROBO in Q4 2020 and held it in 7 quarters. The position peaked at $709K in Q4 2021. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

Indie Asset Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
Indie Asset Partners sold 4,815 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $216K.
Indie Asset Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 7 quarters.
Indie Asset Partners's ROBO Global Robotics & Automation Index ETF position peaked at $709K in Q4 2021.
186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Indie Asset Partners's 13F filing for Q3 2022, filed 25 Oct 2022.