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TD Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

TD Capital 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
Q1 		– Sell
-80
Closed -$4.51K – 710
2024
Q4 		$4.51K Hold
80
– – ﹤0.01% 364
2024
Q3 		$4.58K Hold
80
– – ﹤0.01% 351
2024
Q2 		$4.42K Hold
80
– – ﹤0.01% 326
2024
Q1 		$4.7K Hold
80
– – ﹤0.01% 332
2023
Q4 		$4.59K Hold
80
– – ﹤0.01% 331
2023
Q3 		$4.04K Hold
80
– – ﹤0.01% 339
2023
Q2 		$4.69K Hold
80
– – ﹤0.01% 336
2023
Q1 		$4.39K Hold
80
– – ﹤0.01% 330
2022
Q4 		$3.71K Hold
80
– – ﹤0.01% 316
2022
Q3 		$3K Buy
+80
New +$3.78K ﹤0.01% 309
2022
Q1 		– Sell
-80
Closed -$6K – 288
2021
Q4 		$6K Sell
80
-101
-56% -$6.9K ﹤0.01% 295
2021
Q3 		$12K Hold
181
– – ﹤0.01% 244
2021
Q2 		$12K Hold
181
– – ﹤0.01% 234
2021
Q1 		$11K Hold
181
– – ﹤0.01% 220
2020
Q4 		$11K Hold
181
– – ﹤0.01% 200
2020
Q3 		$9K Hold
181
– – ﹤0.01% 181
2020
Q2 		$8K Hold
181
– – ﹤0.01% 176
2020
Q1 		$6K Hold
181
– – ﹤0.01% 177
2019
Q4 		$8K Buy
+181
New +$7.29K ﹤0.01% 189

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
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 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
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

TD Capital Management's ROBO Position: Q1 2025 in Review

TD Capital Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2025, closing a stake of 80 shares — an estimated $4.51K sold.

TD Capital Management first reported a position in ROBO in Q4 2019 and held it in 19 quarters. The position peaked at $12K in Q3 2021. 210 funds tracked by Wall St. Rank hold ROBO as of Q1 2025.

  • TD Capital Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2025 after selling out during the quarter.
  • TD Capital Management sold 80 ROBO Global Robotics & Automation Index ETF shares in Q1 2025, an estimated $4.51K.
  • TD Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and held it in 19 quarters.
  • TD Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $12K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2025.

Based on TD Capital Management's 13F filing for Q1 2025, filed 14 May 2025.