Key Client Fiduciary Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Key Client Fiduciary 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
2026 Q2	$231K	Buy	+2,700	New	+$222K	0.07%	200
2025 Q4	–	Sell	-4,620	Closed	-$303K	–	238
2025 Q3	$303K	Sell	4,620 -750	-14%	-$47.4K	0.1%	162
2025 Q2	$321K	Hold	5,370	–	–	0.13%	151
2025 Q1	$277K	Hold	5,370	–	–	0.13%	153
2024 Q4	$302K	Hold	5,370	–	–	0.13%	150
2024 Q3	$306K	Sell	5,370 -300	-5%	-$16.4K	0.14%	146
2024 Q2	$312K	Hold	5,670	–	–	0.16%	139
2024 Q1	$332K	Sell	5,670 -600	-10%	-$33.9K	0.18%	129
2023 Q4	$359K	Sell	6,270 -88	-1%	-$4.49K	0.21%	119
2023 Q3	$320K	Hold	6,358	–	–	0.2%	119
2023 Q2	$372K	Hold	6,358	–	–	0.22%	109
2023 Q1	$348K	Buy	6,358 +1,420	+29%	+$74.1K	0.22%	106
2022 Q4	$229K	Buy	+4,938	New	+$225K	0.15%	134

Other funds holding ROBO

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return