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MMBG Investment Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

MMBG Investment Advisors’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
2024
Q4 		– Sell
-3,580
Closed -$204K – 170
2024
Q3 		$204K Buy
+3,580
New +$196K 0.02% 166
2024
Q2 		– Sell
-3,580
Closed -$210K – 159
2024
Q1 		$210K Hold
3,580
– – 0.02% 159
2023
Q4 		$205K Sell
3,580
-3,000
-46% -$153K 0.02% 157
2023
Q3 		$331K Hold
6,580
– – 0.04% 131
2023
Q2 		$379K Hold
6,580
– – 0.05% 129
2023
Q1 		$360K Hold
6,580
– – 0.05% 128
2022
Q4 		$305K Hold
6,580
– – 0.04% 139
2022
Q3 		$272K Hold
6,580
– – 0.04% 139
2022
Q2 		$296K Buy
6,580
+1,080
+20% +$54K 0.04% 137
2022
Q1 		$321K Hold
5,500
– – 0.03% 138
2021
Q4 		$386K Buy
+5,500
New +$376K 0.04% 133

Other funds holding ROBO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 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

MMBG Investment Advisors's ROBO Position: Q4 2024 in Review

MMBG Investment Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2024, closing a stake of 3,580 shares — an estimated $204K sold.

MMBG Investment Advisors first reported a position in ROBO in Q4 2021 and held it in 11 quarters. The position peaked at $386K in Q4 2021. 218 funds tracked by Wall St. Rank hold ROBO as of Q4 2024.

  • MMBG Investment Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2024 after selling out during the quarter.
  • MMBG Investment Advisors sold 3,580 ROBO Global Robotics & Automation Index ETF shares in Q4 2024, an estimated $204K.
  • MMBG Investment Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and held it in 11 quarters.
  • MMBG Investment Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $386K in Q4 2021.
  • 218 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2024.

Based on MMBG Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.