Valley Wealth Managers’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Valley Wealth Managers’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	-208	Closed	-$11.7K	–	408
2024 Q4	$11.7K	Sell	208 -37,866	-99%	-$2.15M	﹤0.01%	281
2024 Q3	$2.17M	Buy	38,074 +294	+0.8%	+$16.1K	0.16%	107
2024 Q2	$2.08M	Sell	37,780 -12,958	-26%	-$722K	0.17%	110
2024 Q1	$2.98M	Buy	50,738 +6	+0%	+$339	0.22%	104
2023 Q4	$2.91M	Sell	50,732 -6,075	-11%	-$310K	0.23%	101
2023 Q3	$2.86M	Buy	+56,807	New	+$3.12M	0.24%	106

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Valley Wealth Managers's ROBO Position: Q1 2025 in Review

Valley Wealth Managers sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2025, closing a stake of 208 shares — an estimated $11.7K sold.

Valley Wealth Managers first reported a position in ROBO in Q3 2023 and held it in 6 quarters. The position peaked at $2.98M in Q1 2024. 210 funds tracked by Wall St. Rank hold ROBO as of Q1 2025.

Valley Wealth Managers reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2025 after selling out during the quarter.
Valley Wealth Managers sold 208 ROBO Global Robotics & Automation Index ETF shares in Q1 2025, an estimated $11.7K.
Valley Wealth Managers first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and held it in 6 quarters.
Valley Wealth Managers's ROBO Global Robotics & Automation Index ETF position peaked at $2.98M in Q1 2024.
210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.