ROBO — EXCHANGE TRADED CONCEPTS TR

Ownership history in Solutions 4 Wealth, Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd reported a position in EXCHANGE TRADED CONCEPTS TR (ROBO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.44% (2023 Q4)
Avg. % of fund
2.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,070 +47 +0.3% 1.89% $1.3M $69.31
2025 Q3 REDUCED 18,023 -1 -0.0% 1.83% $1.2M $65.29
2025 Q2 ADDED 18,024 +550 +3.1% 1.80% $1.1M $59.53
2025 Q1 UNCHANGED 17,474 — 0% 1.59% $900K $51.28
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ROBO price (monthly, adj. close)

Other funds also holding ROBO

As of 2025 Q4 — sorted by position size

Gray Foundation 3.57% Hyposwiss Advisors SA 2.4% Carmel Capital Management L.L.C. 3Y 2.08% Biltmore Family Office, LLC 3Y 7Y 1.93% Humankind Investments LLC 3Y 1.29% PACIFIC SUN FINANCIAL CORP 3Y 7Y 1.26% ARMSTRONG ADVISORY GROUP, INC 3Y 0.76% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.65% Bank OZK 3Y 7Y 0.59% OBSIDIAN CIO, LLC 3Y 0.52%
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