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Park Square Financial Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-270
Closed -$16.1K – 816
2025
Q2 		$16.1K Sell
270
-49
-15% -$2.62K 0.01% 507
2025
Q1 		$16.4K Hold
319
– – 0.01% 487
2024
Q4 		$17.9K Buy
+319
New +$18.1K 0.01% 467

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Park Square Financial Group's ROBO Position: Q3 2025 in Review

Park Square Financial Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2025, closing a stake of 270 shares — an estimated $16.1K sold.

Park Square Financial Group first reported a position in ROBO in Q4 2024 and held it in 3 quarters. The position peaked at $17.9K in Q4 2024. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2025.

  • Park Square Financial Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 270 ROBO Global Robotics & Automation Index ETF shares in Q3 2025, an estimated $16.1K.
  • Park Square Financial Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's ROBO Global Robotics & Automation Index ETF position peaked at $17.9K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.