Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Exchange Traded Concepts Tr robo stx glb etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Exchange Traded Concepts Tr robo stx glb etf (ROBO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Exchange Traded Concepts Tr robo stx glb etf

Tip: Access up to 7 years of quarterly data

All positions including Exchange Traded Concepts Tr robo stx glb etf held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Traded Concepts Tr robo stx glb etf by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $51M 741k 68.43

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Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Exchange Traded Concepts Tr robo stx glb etf

UBS Group
Morgan Stanley
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Northwestern Mutual Wealth Management Company
LPL Financial
Raymond James Financial
Gray Foundation
Biltmore Family Office
Royal Bank of Canada
MinichMacGregor Wealth Management
CI Private Wealth
Susquehanna International
Ameriprise Financial
Carmel Capital Management
NTV Asset Management

View all funds holding Exchange Traded Concepts Tr robo stx glb etf