Wiser Advisor Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wiser Advisor Group’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	-106	Closed	-$6.96K	–	250
2025 Q3	$6.96K	Buy	+106	New	+$6.7K	0.01%	194
2025 Q2	–	Sell	-106	Closed	-$5.46K	–	209
2025 Q1	$5.46K	Sell	106 -3,052	-97%	-$175K	0.01%	205
2024 Q4	$178K	Buy	3,158 +356	+13%	+$20.2K	0.26%	52
2024 Q3	$160K	Sell	2,802 -568	-17%	-$31.1K	0.24%	53
2024 Q2	$186K	Sell	3,370 -155	-4%	-$8.64K	0.29%	50
2024 Q1	$207K	Buy	3,525 +10	+0.3%	+$566	0.32%	50
2023 Q4	$201K	Buy	+3,515	New	+$179K	0.34%	49

Other funds holding ROBO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wiser Advisor Group's ROBO Position: Q4 2025 in Review

Wiser Advisor Group sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q4 2025, closing a stake of 106 shares — an estimated $6.96K sold.

Wiser Advisor Group first reported a position in ROBO in Q4 2023 and held it in 7 quarters. The position peaked at $207K in Q1 2024. 248 funds tracked by Wall St. Rank hold ROBO as of Q4 2025.

Wiser Advisor Group reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q4 2025 after selling out during the quarter.
Wiser Advisor Group sold 106 ROBO Global Robotics & Automation Index ETF shares in Q4 2025, an estimated $6.96K.
Wiser Advisor Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2023 and held it in 7 quarters.
Wiser Advisor Group's ROBO Global Robotics & Automation Index ETF position peaked at $207K in Q1 2024.
248 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.