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

Prospera Financial Services’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
2022 Q3	–	Sell	-412	Closed	-$19K	–	1429
2022 Q2	$19K	Sell	412 -2,862	-87%	-$143K	﹤0.01%	1217
2022 Q1	$191K	Sell	3,274 -309	-9%	-$18.8K	0.01%	900
2021 Q4	$251K	Buy	3,583 +154	+4%	+$10.5K	0.01%	757
2021 Q3	$221K	Buy	+3,429	New	+$228K	0.01%	742

Other funds holding ROBO

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

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

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prospera Financial Services's ROBO Position: Q3 2022 in Review

Prospera Financial Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2022, closing a stake of 412 shares — an estimated $19K sold.

Prospera Financial Services first reported a position in ROBO in Q3 2021 and held it in 4 quarters. The position peaked at $251K in Q4 2021. 186 funds tracked by Wall St. Rank hold ROBO as of Q3 2022.

Prospera Financial Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 412 ROBO Global Robotics & Automation Index ETF shares in Q3 2022, an estimated $19K.
Prospera Financial Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2021 and held it in 4 quarters.
Prospera Financial Services's ROBO Global Robotics & Automation Index ETF position peaked at $251K in Q4 2021.
186 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.