ROBO β€” EXCHANGE TRADED CONCEPTS TR

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

AI Ownership Summary

Solutions 4 Wealth, Ltd reported EXCHANGE TRADED CONCEPTS TR (ROBO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.44% in 2023 Q4. The latest visible filing shows ROBO at 1.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROBO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd's position in EXCHANGE TRADED CONCEPTS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ROBO was reported at 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.44% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Solutions 4 Wealth, Ltd held ROBO β€” position size vs. price
% of Fund (quarterly)    ROBO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 18,070 +47 +0.3% 1.89% $1.3M 2026-02-14 (Est.) $77.31
2025 Q3 REDUCED 18,023 -1 -0.0% 1.83% $1.2M 2025-11-04 $67.92
2025 Q2 ADDED 18,024 +550 +3.1% 1.80% $1.1M 2025-08-13 $63.96
2025 Q1 UNCHANGED 17,474 β€” 0% 1.59% $900K 2025-05-09 $53.30
2024 Q4 ADDED 17,474 +63 +0.4% 1.78% $983K 2025-01-28 $59.20
2024 Q3 REDUCED 17,411 -959 -5.2% 1.94% $994K 2024-11-14 $55.67
2024 Q2 REDUCED 18,370 -25 -0.1% 2.30% $1.0M 2024-08-14 $52.41
2024 Q1 ADDED 18,395 +6 +0.0% 3.03% $1.1M 2024-05-02 $54.80
2023 Q4 INITIATED 18,389 β€” β€” 3.44% $1.1M 2024-02-06 $54.61

FAQ About Solutions 4 Wealth, Ltd and ROBO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Solutions 4 Wealth, Ltd reported owning ROBO?

Solutions 4 Wealth, Ltd reported ROBO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ROBO position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for ROBO was 3.44% in 2023 Q4.

What is the latest reported ROBO position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 18,070 shares, equal to 1.89% of portfolio, with an estimated market value of $1.3M.

What does the chart on this ROBO ownership page compare?

The chart compares Solutions 4 Wealth, Ltd's quarterly ROBO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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