Accel Wealth Management
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
Q3 		$347K Buy
5,864
+550
+10% +$31.6K 0.07% 193
2026
Q2 		$299K Buy
5,314
+601
+13% +$32K 0.07% 222
2026
Q1 		$218K Buy
+4,713
New +$240K 0.06% 260

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Cambridge Investment Research Advisors
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Rockport Wealth
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IronBridge Private Wealth
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ABLE Financial Group
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Kestra Advisory Services
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Atlas Private Wealth Advisors
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Capital Investment Advisory Services
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Accel Wealth Management's ROBT Position: Q3 2026 in Review

Accel Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 10% in Q3 2026, buying an estimated $31.6K and bringing the position to 5,864 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #193.

Accel Wealth Management first reported a position in ROBT in Q1 2026 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Accel Wealth Management held 5,864 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $347K as of Q3 2026.
  • Accel Wealth Management bought 550 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $31.6K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #193 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 3 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.