MBM Wealth Consultants’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

MBM Wealth Consultants’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 Q2	–	Sell	-50	Closed	-$3K	–	305
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	272
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	257
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	261
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	244
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	231
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	208
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	209
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	198
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	187
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	200
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	197
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	206
2019 Q1	$2K	Sell	50 -70	-58%	-$2.58K	﹤0.01%	201
2018 Q4	$4K	Buy	+120	New	+$4.35K	﹤0.01%	206

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MBM Wealth Consultants's ROBO Position: Q2 2022 in Review

MBM Wealth Consultants sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in ROBO in Q4 2018 and held it in 14 quarters. The position peaked at $4K in Q4 2021. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

MBM Wealth Consultants reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 50 ROBO Global Robotics & Automation Index ETF shares in Q2 2022, an estimated $3K.
MBM Wealth Consultants first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2018 and held it in 14 quarters.
MBM Wealth Consultants's ROBO Global Robotics & Automation Index ETF position peaked at $4K in Q4 2021.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.