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SSA Swiss Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

SSA Swiss Advisors’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
2025
Q4 		– Sell
-1,500
Closed -$98.3K – 112
2025
Q3 		$98.3K Hold
1,500
– – 0.05% 91
2025
Q2 		$95.4K Sell
1,500
-1,730
-54% -$92.6K 0.05% 89
2025
Q1 		$166K Buy
+3,230
New +$185K 0.09% 81

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SSA Swiss Advisors's ROBO Position: Q4 2025 in Review

SSA Swiss Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2025, closing a stake of 1,500 shares — an estimated $98.3K sold.

SSA Swiss Advisors first reported a position in ROBO in Q1 2025 and held it in 3 quarters. The position peaked at $166K in Q1 2025. 247 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

  • SSA Swiss Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2025 after selling out during the quarter.
  • SSA Swiss Advisors sold 1,500 ROBO Global Robotics & Automation Index ETF shares in Q4 2025, an estimated $98.3K.
  • SSA Swiss Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2025 and held it in 3 quarters.
  • SSA Swiss Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $166K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.