NewSquare Capital’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

NewSquare Capital’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	-50	Closed	-$2.85K	–	926
2024 Q3	$2.85K	Buy	+50	New	+$2.73K	﹤0.01%	269
2020 Q2	–	Sell	-300	Closed	-$10K	–	426
2020 Q1	$10K	Buy	+300	New	+$11.8K	﹤0.01%	240
2019 Q3	–	Sell	-300	Closed	-$12K	–	333
2019 Q2	$12K	Hold	300	–	–	﹤0.01%	244
2019 Q1	$12K	Hold	300	–	–	﹤0.01%	233
2018 Q4	$10K	Hold	300	–	–	﹤0.01%	227
2018 Q3	$13K	Hold	300	–	–	﹤0.01%	231
2018 Q2	$12K	Hold	300	–	–	﹤0.01%	233
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	218
2017 Q4	$12K	Hold	300	–	–	﹤0.01%	222
2017 Q3	$12K	Hold	300	–	–	﹤0.01%	201
2017 Q2	$10K	Buy	+300	New	+$10.1K	﹤0.01%	200
2014 Q3	–	Sell	-196	Closed	-$5K	–	336
2014 Q2	$5K	Hold	196	–	–	﹤0.01%	234
2014 Q1	$5K	Buy	+196	New	+$5.28K	﹤0.01%	226

Other funds holding ROBO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewSquare Capital's ROBO Position: Q4 2024 in Review

NewSquare Capital sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2024, closing a stake of 50 shares — an estimated $2.85K sold.

NewSquare Capital first reported a position in ROBO in Q1 2014 and held it in 13 quarters. The position peaked at $13K in Q3 2018. 218 funds tracked by Wall St. Rank hold ROBO as of Q4 2024.

NewSquare Capital reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2024 after selling out during the quarter.
NewSquare Capital sold 50 ROBO Global Robotics & Automation Index ETF shares in Q4 2024, an estimated $2.85K.
NewSquare Capital first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2014 and held it in 13 quarters.
NewSquare Capital's ROBO Global Robotics & Automation Index ETF position peaked at $13K in Q3 2018.
218 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2024.

Based on NewSquare Capital's 13F filing for Q4 2024, filed 6 Feb 2025.