LC
ROBO icon

Lindbrook Capital’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Lindbrook Capital’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
-120
Closed -$6.85K – 2892
2024
Q3 		$6.85K Hold
120
– – ﹤0.01% 1869
2024
Q2 		$6.61K Hold
120
– – ﹤0.01% 1860
2024
Q1 		$7.04K Sell
120
-2,000
-94% -$113K ﹤0.01% 1747
2023
Q4 		$121K Hold
2,120
– – 0.01% 466
2023
Q3 		$107K Hold
2,120
– – 0.01% 450
2023
Q2 		$124K Hold
2,120
– – 0.01% 432
2023
Q1 		$116K Hold
2,120
– – 0.01% 446
2022
Q4 		$98.2K Hold
2,120
– – 0.01% 487
2022
Q3 		$88K Hold
2,120
– – 0.01% 468
2022
Q2 		$95K Sell
2,120
-1,000
-32% -$50K 0.02% 452
2022
Q1 		$182K Sell
3,120
-45
-1% -$2.74K 0.03% 308
2021
Q4 		$222K Buy
+3,165
New +$216K 0.03% 282

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 $445B AUM 25.58% 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

Lindbrook Capital's ROBO Position: Q4 2024 in Review

Lindbrook Capital sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2024, closing a stake of 120 shares — an estimated $6.85K sold.

Lindbrook Capital first reported a position in ROBO in Q4 2021 and held it in 12 quarters. The position peaked at $222K in Q4 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q4 2024.

  • Lindbrook Capital reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 120 ROBO Global Robotics & Automation Index ETF shares in Q4 2024, an estimated $6.85K.
  • Lindbrook Capital first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 12 quarters.
  • Lindbrook Capital's ROBO Global Robotics & Automation Index ETF position peaked at $222K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.