Mariner Independent Advisor Network’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Mariner Independent Advisor Network’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	$2.51M	Buy	+60,662	New	+$2.87M	0.11%	196
2020 Q1	–	Sell	-11,168	Closed	-$473K	–	396
2019 Q4	$473K	Sell	11,168 -1,432	-11%	-$57.7K	0.03%	319
2019 Q3	$481K	Sell	12,600 -347	-3%	-$13.1K	0.04%	318
2019 Q2	$519K	Buy	12,947 +717	+6%	+$28.1K	0.04%	308
2019 Q1	$475K	Sell	12,230 -122,247	-91%	-$4.51M	0.04%	303
2018 Q4	$4.6M	Buy	+134,477	New	+$4.87M	0.41%	61
2018 Q3	–	Sell	-18,878	Closed	-$755K	–	273
2018 Q2	$755K	Sell	18,878 -341,895	-95%	-$14.2M	0.13%	102
2018 Q1	$15.1M	Buy	360,773 +267,139	+285%	+$11.6M	0.93%	27
2017 Q4	$3.87M	Buy	+93,634	New	+$3.8M	0.4%	65

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

Mariner Independent Advisor Network's ROBO Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022: 60,662 shares worth $2.51M. The stake represents 0.11% of the portfolio and ranks #196 among its holdings. This is a return to the name: Mariner Independent Advisor Network previously reported a position in ROBO as recently as Q4 2019.

Mariner Independent Advisor Network first reported a position in ROBO in Q4 2017 and has held it in 9 quarters since. The position peaked at $15.1M in Q1 2018. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

Mariner Independent Advisor Network held 60,662 shares of ROBO Global Robotics & Automation Index ETF worth $2.51M as of Q3 2022.
ROBO Global Robotics & Automation Index ETF was a new Mariner Independent Advisor Network position in Q3 2022.
ROBO Global Robotics & Automation Index ETF made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #196 holding.
Mariner Independent Advisor Network first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 9 quarters since.
Mariner Independent Advisor Network's ROBO Global Robotics & Automation Index ETF position peaked at $15.1M in Q1 2018.
186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.