LPL Financial
IBOT icon

LPL Financial’s VanEck Robotics ETF IBOT Stock Holding History

LPL Financial’s Portfolio IBOT Stock Details IBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,465
Closed -$471K – 5440
2024
Q4 		$471K Buy
11,465
+2,875
+33% +$125K ﹤0.01% 4147
2024
Q3 		$385K Buy
+8,590
New +$375K ﹤0.01% 4232

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

LPL Financial's IBOT Position: Q1 2025 in Review

LPL Financial sold out of VanEck Robotics ETF (IBOT) in Q1 2025, closing a stake of 11,465 shares — an estimated $471K sold.

LPL Financial first reported a position in IBOT in Q3 2024 and held it in 2 quarters. The position peaked at $471K in Q4 2024. 7 funds tracked by Wall St. Rank hold IBOT as of Q1 2025.

  • LPL Financial reported no remaining VanEck Robotics ETF position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 11,465 VanEck Robotics ETF shares in Q1 2025, an estimated $471K.
  • LPL Financial first reported a position in VanEck Robotics ETF in Q3 2024 and held it in 2 quarters.
  • LPL Financial's VanEck Robotics ETF position peaked at $471K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held VanEck Robotics ETF as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.