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Means Investment Company’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Means Investment Company’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
2025
Q1 		– Sell
-7,159
Closed -$403K – 204
2024
Q4 		$403K Sell
7,159
-907
-11% -$51.6K 0.04% 146
2024
Q3 		$460K Sell
8,066
-956
-11% -$52.3K 0.05% 128
2024
Q2 		$497K Sell
9,022
-11,332
-56% -$632K 0.06% 122
2024
Q1 		$1.19M Sell
20,354
-6,922
-25% -$391K 0.15% 81
2023
Q4 		$1.56M Sell
27,276
-4,920
-15% -$251K 0.23% 71
2023
Q3 		$1.62M Sell
32,196
-6,833
-18% -$375K 0.27% 64
2023
Q2 		$2.29M Hold
39,029
– – 0.36% 54
2023
Q1 		$2.14M Sell
39,029
-1,493
-4% -$77.9K 0.38% 53
2022
Q4 		$1.88M Sell
40,522
-6,881
-15% -$314K 0.38% 60
2022
Q3 		$1.96M Buy
47,403
+2,892
+6% +$137K 0.43% 52
2022
Q2 		$2M Buy
44,511
+4,166
+10% +$208K 0.42% 51
2022
Q1 		$2.35M Buy
40,345
+6,892
+21% +$419K 0.43% 50
2021
Q4 		$2.35M Buy
33,453
+7,376
+28% +$504K 0.41% 51
2021
Q3 		$1.68M Buy
26,077
+8,427
+48% +$560K 0.33% 65
2021
Q2 		$1.15M Buy
17,650
+12,371
+234% +$793K 0.23% 74
2021
Q1 		$335K Buy
+5,279
New +$347K 0.08% 139

Other funds holding ROBO

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 $111M AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Means Investment Company's ROBO Position: Q1 2025 in Review

Means Investment Company sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2025, closing a stake of 7,159 shares — an estimated $403K sold.

Means Investment Company first reported a position in ROBO in Q1 2021 and held it in 16 quarters. The position peaked at $2.35M in Q1 2022. 210 funds tracked by Wall St. Rank hold ROBO as of Q1 2025.

  • Means Investment Company reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2025 after selling out during the quarter.
  • Means Investment Company sold 7,159 ROBO Global Robotics & Automation Index ETF shares in Q1 2025, an estimated $403K.
  • Means Investment Company first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2021 and held it in 16 quarters.
  • Means Investment Company's ROBO Global Robotics & Automation Index ETF position peaked at $2.35M in Q1 2022.
  • 210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2025.

Based on Means Investment Company's 13F filing for Q1 2025, filed 21 Apr 2025.