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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$129K	Sell	1,889 -37	-2%	-$2.72K	0.03%	123
2025 Q4	$134K	Sell	1,926 -1,512	-44%	-$103K	0.03%	115
2025 Q3	$225K	Hold	3,438	–	–	0.05%	96
2025 Q2	$206K	Hold	3,438	–	–	0.05%	96
2025 Q1	$177K	Sell	3,438 -102	-3%	-$5.85K	0.05%	95
2024 Q4	$199K	Buy	3,540 +11	+0.3%	+$625	0.05%	90
2024 Q3	$201K	Hold	3,529	–	–	0.06%	88
2024 Q2	$194K	Hold	3,529	–	–	0.06%	87
2024 Q1	$207K	Buy	3,529 +1	+0%	+$57	0.06%	80
2023 Q4	$202K	Hold	3,528	–	–	0.07%	78
2023 Q3	$178K	Hold	3,528	–	–	0.07%	78
2023 Q2	$207K	Hold	3,528	–	–	0.07%	73
2023 Q1	$193K	Hold	3,528	–	–	0.07%	76
2022 Q4	$163K	Hold	3,528	–	–	0.07%	82
2022 Q3	$146K	Hold	3,528	–	–	0.06%	76
2022 Q2	$159K	Sell	3,528 -132	-4%	-$6.59K	0.06%	76
2022 Q1	$213K	Sell	3,660 -2	-0.1%	-$122	0.07%	73
2021 Q4	$257K	Buy	3,662 +13	+0.4%	+$888	0.09%	70
2021 Q3	$235K	Buy	3,649 +1,589	+77%	+$106K	0.08%	68
2021 Q2	$134K	Buy	2,060 +1,733	+530%	+$111K	0.05%	79
2021 Q1	$21K	Buy	327 +157	+92%	+$10.3K	0.01%	177
2020 Q4	$10K	Buy	170 +1	+0.6%	+$54	﹤0.01%	234
2020 Q3	$8K	Hold	169	–	–	﹤0.01%	230
2020 Q2	$7K	Hold	169	–	–	﹤0.01%	234
2020 Q1	$6K	Hold	169	–	–	﹤0.01%	213
2019 Q4	$7K	Hold	169	–	–	﹤0.01%	235
2019 Q3	$6K	Hold	169	–	–	﹤0.01%	231
2019 Q2	$7K	Sell	169 -28	-14%	-$1.1K	﹤0.01%	233
2019 Q1	$8K	Buy	197 +1	+0.5%	+$37	﹤0.01%	220
2018 Q4	$6K	Hold	196	–	–	﹤0.01%	217
2018 Q3	$8K	Hold	196	–	–	﹤0.01%	197
2018 Q2	$8K	Hold	196	–	–	﹤0.01%	208
2018 Q1	$8K	Buy	196 +168	+600%	+$7.28K	﹤0.01%	203
2017 Q4	$1K	Hold	28	–	–	﹤0.01%	296
2017 Q3	$1K	Buy	+28	New	+$1.02K	﹤0.01%	281