ROBO — EXCHANGE TRADED

Ownership history in Wiser Advisor Group LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in EXCHANGE TRADED (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
0.33% (2023 Q4)
Avg. % of fund
0.21%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 106 — 0% 0.01% $7K $65.29
2025 Q1 REDUCED 106 -3,052 -96.6% 0.01% $5K $51.28
2024 Q4 ADDED 3,158 +356 +12.7% 0.26% $178K $56.02
2024 Q3 REDUCED 2,802 -568 -16.9% 0.24% $160K $56.52
2024 Q2 REDUCED 3,370 -155 -4.4% 0.29% $186K $54.57
2024 Q1 ADDED 3,525 +10 +0.3% 0.32% $207K $58.08
2023 Q4 INITIATED 3,515 — — 0.33% $201K —
% 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% Solutions 4 Wealth, Ltd 1.89% 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%
← Back to Wiser Advisor Group LLC Holdings