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Mission Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Mission Wealth Management’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 		– Sell
-5,570
Closed -$250K – 534
2022
Q2 		$250K Buy
5,570
+100
+2% +$5K 0.01% 433
2022
Q1 		$319K Sell
5,470
-300
-5% -$18.3K 0.01% 404
2021
Q4 		$405K Buy
+5,770
New +$394K 0.02% 368

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mission Wealth Management's ROBO Position: Q3 2022 in Review

Mission Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 5,570 shares — an estimated $250K sold.

Mission Wealth Management first reported a position in ROBO in Q4 2021 and held it in 3 quarters. The position peaked at $405K in Q4 2021. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

  • Mission Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
  • Mission Wealth Management sold 5,570 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $250K.
  • Mission Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 3 quarters.
  • Mission Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $405K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Mission Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.