JJBC
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James J. Burns & Company’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

James J. Burns & Company’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
2026
Q1 		$823K Buy
12,031
+1,118
+10% +$82.1K 0.11% 74
2025
Q4 		$756K Buy
10,913
+1,056
+11% +$72.2K 0.1% 80
2025
Q3 		$646K Buy
9,857
+379
+4% +$24K 0.1% 83
2025
Q2 		$567K Sell
9,478
-1,094
-10% -$58.6K 0.09% 83
2025
Q1 		$544K Buy
10,572
+855
+9% +$49K 0.1% 83
2024
Q4 		$546K Buy
9,717
+656
+7% +$37.3K 0.09% 82
2024
Q3 		$518K Buy
9,061
+1,145
+14% +$62.6K 0.09% 78
2024
Q2 		$436K Buy
+7,916
New +$441K 0.09% 82
2024
Q1 		– Sell
-7,013
Closed -$402K – 113
2023
Q4 		$402K Buy
7,013
+365
+5% +$18.6K 0.1% 80
2023
Q3 		$335K Buy
6,648
+195
+3% +$10.7K 0.09% 79
2023
Q2 		$379K Buy
6,453
+174
+3% +$9.56K 0.1% 82
2023
Q1 		$344K Buy
+6,279
New +$328K 0.09% 87

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $528B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return