United Capital Financial Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

United Capital Financial 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
2022 Q2	–	Sell	-3,605	Closed	-$210K	–	1185
2022 Q1	$210K	Sell	3,605 -48	-1%	-$2.92K	﹤0.01%	1100
2021 Q4	$256K	Buy	+3,653	New	+$250K	﹤0.01%	1084
2018 Q3	–	Sell	-9,502	Closed	-$380K	–	1365
2018 Q2	$380K	Sell	9,502 -187,739	-95%	-$7.77M	﹤0.01%	1013
2018 Q1	$8.25M	Sell	197,241 -146,521	-43%	-$6.35M	0.06%	329
2017 Q4	$14.2M	Sell	343,762 -5,317	-2%	-$216K	0.11%	217
2017 Q3	$13.5M	Sell	349,079 -59,297	-15%	-$2.16M	0.11%	213
2017 Q2	$14M	Sell	408,376 -155,898	-28%	-$5.26M	0.13%	187
2017 Q1	$18.2M	Buy	+564,274	New	+$17.5M	0.17%	135

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

United Capital Financial Advisors's ROBO Position: Q2 2022 in Review

United Capital Financial Advisors sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2022, closing a stake of 3,605 shares — an estimated $210K sold.

United Capital Financial Advisors first reported a position in ROBO in Q1 2017 and held it in 8 quarters. The position peaked at $18.2M in Q1 2017. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2022.

United Capital Financial Advisors reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 3,605 ROBO Global Robotics & Automation Index ETF shares in Q2 2022, an estimated $210K.
United Capital Financial Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2017 and held it in 8 quarters.
United Capital Financial Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $18.2M in Q1 2017.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.