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Synergy Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Synergy Investment Management’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
Q2 		– Sell
-300
Closed -$15.4K – 454
2025
Q1 		$15.4K Hold
300
– – 0.01% 340
2024
Q4 		$16.9K Buy
+300
New +$17.1K 0.01% 341

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synergy Investment Management's ROBO Position: Q2 2025 in Review

Synergy Investment Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2025, closing a stake of 300 shares — an estimated $15.4K sold.

Synergy Investment Management first reported a position in ROBO in Q4 2024 and held it in 2 quarters. The position peaked at $16.9K in Q4 2024. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2025.

  • Synergy Investment Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 300 ROBO Global Robotics & Automation Index ETF shares in Q2 2025, an estimated $15.4K.
  • Synergy Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $16.9K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.