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SFMG Wealth Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

SFMG Wealth Advisors’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
Q1 		– Sell
-7,701
Closed -$433K – 292
2024
Q4 		$433K Sell
7,701
-4,412
-36% -$251K 0.03% 164
2024
Q3 		$691K Sell
12,113
-159
-1% -$8.7K 0.06% 113
2024
Q2 		$676K Sell
12,272
-600
-5% -$33.5K 0.06% 113
2024
Q1 		$755K Sell
12,872
-988
-7% -$55.9K 0.06% 108
2023
Q4 		$794K Sell
13,860
-809
-6% -$41.3K 0.07% 100
2023
Q3 		$739K Sell
14,669
-1,415
-9% -$77.7K 0.08% 99
2023
Q2 		$942K Sell
16,084
-1,948
-11% -$107K 0.1% 90
2023
Q1 		$987K Sell
18,032
-1,167
-6% -$60.9K 0.11% 90
2022
Q4 		$889K Sell
19,199
-4,838
-20% -$221K 0.1% 94
2022
Q3 		$984K Sell
24,037
-8,799
-27% -$416K 0.11% 88
2022
Q2 		$1.48M Sell
32,836
-3,700
-10% -$185K 0.17% 74
2022
Q1 		$2.13M Sell
36,536
-1,029
-3% -$62.6K 0.21% 61
2021
Q4 		$2.63M Sell
37,565
-90
-0.2% -$6.15K 0.26% 53
2021
Q3 		$2.42M Buy
37,655
+2,996
+9% +$199K 0.27% 52
2021
Q2 		$2.26M Buy
34,659
+1,671
+5% +$107K 0.25% 50
2021
Q1 		$2.1M Buy
32,988
+1,551
+5% +$102K 0.24% 55
2020
Q4 		$1.91M Buy
31,437
+24,615
+361% +$1.33M 0.24% 52
2020
Q3 		$328K Buy
6,822
+746
+12% +$34.9K 0.05% 133
2020
Q2 		$264K Buy
+6,076
New +$242K 0.04% 132

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFMG Wealth Advisors's ROBO Position: Q1 2025 in Review

SFMG Wealth Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2025, closing a stake of 7,701 shares — an estimated $433K sold.

SFMG Wealth Advisors first reported a position in ROBO in Q2 2020 and held it in 19 quarters. The position peaked at $2.63M in Q4 2021. 210 funds tracked by Wall St. Rank hold ROBO as of Q1 2025.

  • SFMG Wealth Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 7,701 ROBO Global Robotics & Automation Index ETF shares in Q1 2025, an estimated $433K.
  • SFMG Wealth Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2020 and held it in 19 quarters.
  • SFMG Wealth Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $2.63M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2025.

Based on SFMG Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.