TC
ROBT icon

TAP Consulting’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

TAP Consulting’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
2024
Q4 		– Sell
-30,338
Closed -$1.33M – 160
2024
Q3 		$1.33M Sell
30,338
-14,025
-32% -$591K 0.26% 94
2024
Q2 		$1.88M Buy
44,363
+1,991
+5% +$85.3K 0.4% 75
2024
Q1 		$1.92M Buy
42,372
+4,649
+12% +$207K 0.42% 69
2023
Q4 		$1.72M Buy
37,723
+2,664
+8% +$109K 0.41% 65
2023
Q3 		$1.42M Buy
35,059
+529
+2% +$23K 0.37% 78
2023
Q2 		$1.58M Buy
34,530
+3,860
+13% +$165K 0.39% 68
2023
Q1 		$1.31M Buy
+30,670
New +$1.24M 0.32% 73

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return