Simplex Trading
ROBO icon

Simplex Trading’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Simplex Trading’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 		$68.4K Buy
+999
New +$73.4K ﹤0.01% 5516
2025
Q4 		– Sell
-37
Closed -$2K – 9842
2025
Q3 		$2K Buy
+37
New +$2.34K ﹤0.01% 8705
2025
Q2 		– Sell
-383
Closed -$19K – 9587
2025
Q1 		$19K Buy
383
+231
+152% +$13.2K ﹤0.01% 6626
2024
Q4 		$8K Sell
152
-51
-25% -$2.9K ﹤0.01% 7357
2024
Q3 		$11K Buy
+203
New +$11.1K ﹤0.01% 7143
2024
Q1 		– Sell
-460
Closed -$26K – 9715
2023
Q4 		$26K Buy
+460
New +$23.5K ﹤0.01% 6710
2023
Q2 		– Sell
-119
Closed -$6K – 9786
2023
Q1 		$6K Buy
+119
New +$6.21K ﹤0.01% 7933
2022
Q4 		– Sell
-53
Closed -$2K – 10225
2022
Q3 		$2K Sell
53
-966
-95% -$45.7K ﹤0.01% 9345
2022
Q2 		$45K Buy
1,019
+894
+715% +$44.7K ﹤0.01% 6650
2022
Q1 		$7K Buy
+125
New +$7.61K ﹤0.01% 9198
2021
Q4 		– Sell
-1,035
Closed -$67K – 11303
2021
Q3 		$67K Hold
1,035
– – ﹤0.01% 7153
2021
Q2 		$67K Buy
1,035
+887
+599% +$56.8K ﹤0.01% 7272
2021
Q1 		$9K Sell
148
-1,802
-92% -$119K ﹤0.01% 7965
2020
Q4 		$118K Buy
+1,950
New +$106K ﹤0.01% 5276
2020
Q1 		– Sell
-657
Closed -$27K – 8161
2019
Q4 		$27K Buy
657
+357
+119% +$14.4K ﹤0.01% 5737
2019
Q3 		$11K Buy
+300
New +$11.3K ﹤0.01% 6204

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
AAS
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
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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Simplex Trading's ROBO Position: Q1 2026 in Review

Simplex Trading opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026: 999 shares worth $68.4K. The stake represents ﹤0.01% of the portfolio and ranks #5516 among its holdings. This is a return to the name: Simplex Trading previously reported a position in ROBO as recently as Q3 2025.

Simplex Trading first reported a position in ROBO in Q3 2019 and has held it in 16 quarters since. The position peaked at $118K in Q4 2020. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Simplex Trading held 999 shares of ROBO Global Robotics & Automation Index ETF worth $68.4K as of Q1 2026.
  • ROBO Global Robotics & Automation Index ETF was a new Simplex Trading position in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5516 holding.
  • Simplex Trading first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and has held it in 16 quarters since.
  • Simplex Trading's ROBO Global Robotics & Automation Index ETF position peaked at $118K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.