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Whalen Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Whalen Wealth Management’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
-3,491
Closed -$229K – 229
2025
Q3 		$229K Buy
+3,491
New +$221K 0.13% 162

Other funds holding ROBO

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Whalen Wealth Management's ROBO Position: Q4 2025 in Review

Whalen Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2025, closing a stake of 3,491 shares — an estimated $229K sold.

Whalen Wealth Management first reported a position in ROBO in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 248 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

  • Whalen Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 3,491 ROBO Global Robotics & Automation Index ETF shares in Q4 2025, an estimated $229K.
  • Whalen Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $229K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.