Spire Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Spire Wealth Management’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-28	Closed	-$1K	–	2811
2022 Q1	$1K	Sell	28 -125	-82%	-$6.03K	﹤0.01%	2478
2021 Q4	$8K	Buy	+153	New	+$8.43K	﹤0.01%	2458
2021 Q2	–	Sell	-168	Closed	-$9K	–	2906
2021 Q1	$9K	Buy	+168	New	+$9.11K	﹤0.01%	2453

Other funds holding ROBT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWAG

Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Spire Wealth Management's ROBT Position: Q2 2022 in Review

Spire Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2022, closing a stake of 28 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in ROBT in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 74 funds tracked by Wall St. Rank hold ROBT as of Q2 2022.

Spire Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 28 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2022, an estimated $1K.
Spire Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $9K in Q1 2021.
74 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.