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Wealthspire Advisors (New York)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-905
Closed -$59.3K – 2491
2025
Q3 		$59.3K Buy
+905
New +$57.2K ﹤0.01% 1179

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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $454M AUM 38.19% 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
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s ROBO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2025, closing a stake of 905 shares — an estimated $59.3K sold.

Wealthspire Advisors (New York) first reported a position in ROBO in Q3 2025 and held it in 1 quarter. The position peaked at $59.3K in Q3 2025. 248 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 905 ROBO Global Robotics & Automation Index ETF shares in Q4 2025, an estimated $59.3K.
  • Wealthspire Advisors (New York) first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ROBO Global Robotics & Automation Index ETF position peaked at $59.3K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.