USAdvisors Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

USAdvisors Wealth 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	-6,402	Closed	-$329K	–	144
2025 Q1	$329K	Sell	6,402 -5,677	-47%	-$325K	0.11%	98
2024 Q4	$679K	Sell	12,079 -30,630	-72%	-$1.74M	0.22%	74
2024 Q3	$2.45M	Buy	42,709 +1,825	+4%	+$99.8K	0.86%	33
2024 Q2	$2.25M	Buy	40,884 +2,897	+8%	+$162K	0.79%	38
2024 Q1	$2.22M	Buy	37,987 +27,178	+251%	+$1.54M	0.84%	39
2023 Q4	$619K	Buy	10,809 +758	+8%	+$38.7K	0.26%	74
2023 Q3	$506K	Buy	10,051 +1,563	+18%	+$85.8K	0.23%	80
2023 Q2	$497K	Buy	+8,488	New	+$467K	0.24%	76
2018 Q1	–	Sell	-6,950	Closed	-$287K	–	69
2017 Q4	$287K	Buy	+6,950	New	+$282K	0.25%	39

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USAdvisors Wealth Management's ROBO Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2025, closing a stake of 6,402 shares — an estimated $329K sold.

USAdvisors Wealth Management first reported a position in ROBO in Q4 2017 and held it in 9 quarters. The position peaked at $2.45M in Q3 2024. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2025.

USAdvisors Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2025 after selling out during the quarter.
USAdvisors Wealth Management sold 6,402 ROBO Global Robotics & Automation Index ETF shares in Q2 2025, an estimated $329K.
USAdvisors Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 9 quarters.
USAdvisors Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.45M in Q3 2024.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.