Wealthcare Advisory Partners’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-482	Closed	-$31K	–	1589
2021 Q1	$31K	Buy	+482	New	+$31.7K	﹤0.01%	1053
2020 Q2	–	Sell	-155	Closed	-$5K	–	1134
2020 Q1	$5K	Sell	155 -70	-31%	-$2.75K	﹤0.01%	1120
2019 Q4	$9K	Hold	225	–	–	﹤0.01%	983
2019 Q3	$9K	Hold	225	–	–	﹤0.01%	952
2019 Q2	$9K	Hold	225	–	–	﹤0.01%	942
2019 Q1	$9K	Sell	225 -600	-73%	-$22.2K	﹤0.01%	843
2018 Q4	$27K	Hold	825	–	–	0.01%	569
2018 Q3	$35K	Hold	825	–	–	0.01%	546
2018 Q2	$33K	Hold	825	–	–	0.01%	554
2018 Q1	$35K	Buy	+825	New	+$35.7K	0.01%	459

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Advisory Partners's ROBO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2021, closing a stake of 482 shares — an estimated $31K sold.

Wealthcare Advisory Partners first reported a position in ROBO in Q1 2018 and held it in 10 quarters. The position peaked at $35K in Q3 2018. 219 funds tracked by Wall St. Rank hold ROBO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 482 ROBO Global Robotics & Automation Index ETF shares in Q2 2021, an estimated $31K.
Wealthcare Advisory Partners first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's ROBO Global Robotics & Automation Index ETF position peaked at $35K in Q3 2018.
219 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.