WAG
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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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
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 $376B AUM 19.32% 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 $397M AUM 32.69% 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 $528B AUM 27.57% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $407M AUM 86.1% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.49B AUM 14.6% 1-Year Est. Return