Spire Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$627K	Buy	9,170 +3	+0%	+$220	0.02%	492
2025 Q4	$635K	Hold	9,167	–	–	0.02%	488
2025 Q3	$601K	Sell	9,167 -110	-1%	-$6.96K	0.02%	486
2025 Q2	$555K	Sell	9,277 -254	-3%	-$13.6K	0.02%	484
2025 Q1	$491K	Sell	9,531 -898	-9%	-$51.5K	0.02%	563
2024 Q4	$587K	Sell	10,429 -663	-6%	-$37.7K	0.02%	512
2024 Q3	$633K	Sell	11,092 -8,378	-43%	-$458K	0.02%	470
2024 Q2	$1.07M	Sell	19,470 -9,435	-33%	-$526K	0.04%	329
2024 Q1	$1.69M	Buy	28,905 +912	+3%	+$51.6K	0.03%	277
2023 Q4	$1.54M	Sell	27,993 -1,922	-6%	-$98.1K	0.05%	274
2023 Q3	$1.51M	Buy	29,915 +20,699	+225%	+$1.14M	0.06%	255
2023 Q2	$540K	Buy	9,216 +62	+0.7%	+$3.41K	0.02%	471
2023 Q1	$501K	Buy	9,154 +917	+11%	+$47.8K	0.02%	489
2022 Q4	$382K	Buy	8,237 +250	+3%	+$11.4K	0.02%	410
2022 Q3	$330K	Sell	7,987 -1,487	-16%	-$70.3K	0.02%	417
2022 Q2	$426K	Sell	9,474 -1,215	-11%	-$60.7K	0.02%	522
2022 Q1	$623K	Sell	10,689 -77	-0.7%	-$4.69K	0.02%	511
2021 Q4	$755K	Buy	10,766 +1	+0%	+$68	0.02%	567
2021 Q3	$693K	Buy	10,765 +77	+0.7%	+$5.12K	0.02%	502
2021 Q2	$697K	Hold	10,688	–	–	0.02%	520
2021 Q1	$663K	Buy	+10,688	New	+$703K	0.02%	576