Wealth Enhancement Advisory Services
ROBO icon

Wealth Enhancement Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wealth Enhancement Advisory Services’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 		$479K Buy
6,911
+648
+10% +$47.6K ﹤0.01% 2353
2025
Q4 		$458K Buy
6,263
+228
+4% +$15.6K ﹤0.01% 2545
2025
Q3 		$409K Buy
+6,035
New +$382K ﹤0.01% 2533
2025
Q1 		– Sell
-4,721
Closed -$266K – 3134
2024
Q4 		$266K Sell
4,721
-472
-9% -$26.8K ﹤0.01% 2477
2024
Q3 		$296K Sell
5,193
-2,129
-29% -$116K ﹤0.01% 2190
2024
Q2 		$403K Sell
7,322
-5,501
-43% -$307K ﹤0.01% 1778
2024
Q1 		$752K Buy
12,823
+1,656
+15% +$93.6K ﹤0.01% 1361
2023
Q4 		$640K Sell
11,167
-125,311
-92% -$6.4M ﹤0.01% 1367
2023
Q3 		$6.87M Buy
+136,478
New +$7.49M 0.02% 496

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GF
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MWM
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