AWM
ROBT icon

Accel Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Accel Wealth Management’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Buy
5,314
+601
+13% +$32K 0.07% 222
2026
Q1 		$218K Buy
+4,713
New +$240K 0.06% 260

Other funds holding ROBT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Accel Wealth Management's ROBT Position: Q2 2026 in Review

Accel Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 13% in Q2 2026, buying an estimated $32K and bringing the position to 5,314 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #222.

Accel Wealth Management first reported a position in ROBT in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Accel Wealth Management held 5,314 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $299K as of Q2 2026.
  • Accel Wealth Management bought 601 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $32K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Accel Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.