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

Squar Milner 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
2020 Q2	–	Sell	-1,000	Closed	-$33K	–	596
2020 Q1	$33K	Hold	1,000	–	–	0.02%	398
2019 Q4	$42K	Buy	+1,000	New	+$40.3K	0.02%	428
2019 Q3	–	Sell	-1,000	Closed	-$40K	–	604
2019 Q2	$40K	Hold	1,000	–	–	0.03%	372
2019 Q1	$38K	Hold	1,000	–	–	0.03%	352
2018 Q4	$33K	Hold	1,000	–	–	0.03%	335
2018 Q3	$42K	Hold	1,000	–	–	0.04%	322
2018 Q2	$40K	Buy	+1,000	New	+$41.4K	0.04%	370

Other funds holding ROBO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Squar Milner Financial Services's ROBO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2020, closing a stake of 1,000 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in ROBO in Q2 2018 and held it in 7 quarters. The position peaked at $42K in Q4 2019. 160 funds tracked by Wall St. Rank hold ROBO as of Q2 2020.

Squar Milner Financial Services reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,000 ROBO Global Robotics & Automation Index ETF shares in Q2 2020, an estimated $33K.
Squar Milner Financial Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's ROBO Global Robotics & Automation Index ETF position peaked at $42K in Q4 2019.
160 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.