Newbridge Financial Services Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Newbridge Financial Services Group’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
2026 Q1	$19.9K	Buy	292 +140	+92%	+$10.3K	﹤0.01%	644
2025 Q4	$10.5K	Buy	152 +1	+0.7%	+$68	﹤0.01%	771
2025 Q3	$9.89K	Hold	151	–	–	﹤0.01%	903
2025 Q2	$9.02K	Hold	151	–	–	﹤0.01%	916
2025 Q1	$7.77K	Hold	151	–	–	﹤0.01%	725
2024 Q4	$8.49K	Buy	+151	New	+$8.59K	﹤0.01%	767
2024 Q3	–	Sell	-150	Closed	-$8.27K	–	1021
2024 Q2	$8.27K	Hold	150	–	–	﹤0.01%	745
2024 Q1	$8.8K	Hold	150	–	–	﹤0.01%	801
2023 Q4	$8.6K	Hold	150	–	–	﹤0.01%	766
2023 Q3	$7.55K	Hold	150	–	–	﹤0.01%	877
2023 Q2	$8.78K	Hold	150	–	–	﹤0.01%	911
2023 Q1	$8.21K	Buy	+150	New	+$7.83K	﹤0.01%	949

Other funds holding ROBO

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return