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Vermillion & White Wealth Management Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Vermillion & White Wealth Management Group’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
2026
Q1 		– Sell
-34
Closed -$2.36K – 417
2025
Q4 		$2.36K Hold
34
– – ﹤0.01% 488
2025
Q3 		$2.23K Hold
34
– – ﹤0.01% 496
2025
Q2 		$2.03K Hold
34
– – ﹤0.01% 464
2025
Q1 		$1.75K Hold
34
– – ﹤0.01% 457
2024
Q4 		$1.91K Hold
34
– – ﹤0.01% 321
2024
Q3 		$1.94K Hold
34
– – ﹤0.01% 294
2024
Q2 		$1.87K Buy
+34
New +$1.9K ﹤0.01% 307

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Vermillion & White Wealth Management Group's ROBO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 34 shares — an estimated $2.36K sold.

Vermillion & White Wealth Management Group first reported a position in ROBO in Q2 2024 and held it in 7 quarters. The position peaked at $2.36K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 34 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $2.36K.
  • Vermillion & White Wealth Management Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2024 and held it in 7 quarters.
  • Vermillion & White Wealth Management Group's ROBO Global Robotics & Automation Index ETF position peaked at $2.36K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.