NBC Securities’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

NBC Securities’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 Q4	–	Sell	-37	Closed	-$2.42K	–	2909
2025 Q3	$2.42K	Hold	37	–	–	﹤0.01%	2383
2025 Q2	$2K	Hold	37	–	–	﹤0.01%	2308
2025 Q1	$1K	Buy	+37	New	+$2.12K	﹤0.01%	2105
2024 Q4	–	Sell	-37	Closed	-$2K	–	1901
2024 Q3	$2K	Hold	37	–	–	﹤0.01%	2039
2024 Q2	$2K	Hold	37	–	–	﹤0.01%	2003
2024 Q1	$2K	Hold	37	–	–	﹤0.01%	2012
2023 Q4	$2K	Hold	37	–	–	﹤0.01%	2032
2023 Q3	$1K	Buy	+37	New	+$2.03K	﹤0.01%	2088

Other funds holding ROBO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

NBC Securities's ROBO Position: Q4 2025 in Review

NBC Securities sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2025, closing a stake of 37 shares — an estimated $2.42K sold.

NBC Securities first reported a position in ROBO in Q3 2023 and held it in 8 quarters. The position peaked at $2.42K in Q3 2025. 248 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

NBC Securities reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2025 after selling out during the quarter.
NBC Securities sold 37 ROBO Global Robotics & Automation Index ETF shares in Q4 2025, an estimated $2.42K.
NBC Securities first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and held it in 8 quarters.
NBC Securities's ROBO Global Robotics & Automation Index ETF position peaked at $2.42K in Q3 2025.
248 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.