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

Sowell 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
2021 Q2	–	Sell	-3,865	Closed	-$243K	–	2255
2021 Q1	$243K	Buy	3,865 +1,095	+40%	+$72K	0.01%	938
2020 Q4	$169K	Buy	2,770 +2,090	+307%	+$113K	0.01%	916
2020 Q3	$33K	Hold	680	–	–	﹤0.01%	1355
2020 Q2	$30K	Hold	680	–	–	﹤0.01%	1336
2020 Q1	$23K	Buy	680 +630	+1,260%	+$24.8K	﹤0.01%	1346
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	2228
2019 Q3	$2K	Buy	+50	New	+$1.89K	﹤0.01%	2120

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's ROBO Position: Q2 2021 in Review

Sowell Financial Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 3,865 shares — an estimated $243K sold.

Sowell Financial Services first reported a position in ROBO in Q3 2019 and held it in 7 quarters. The position peaked at $243K in Q1 2021. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

Sowell Financial Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,865 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $243K.
Sowell Financial Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's ROBO Global Robotics & Automation Index ETF position peaked at $243K in Q1 2021.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.