Accordant Advisory Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Accordant Advisory Group’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	$8.5K	Hold	151	–	–	0.01%	179
2026 Q1	$6.97K	Sell	151 -1	-0.7%	-$51	﹤0.01%	181
2025 Q4	$7.88K	Hold	152	–	–	0.01%	136
2025 Q3	$8.04K	Hold	152	–	–	0.01%	137
2025 Q2	$7.34K	Hold	152	–	–	0.01%	136
2025 Q1	$6.18K	Hold	152	–	–	0.01%	124
2024 Q4	$6.85K	Hold	152	–	–	0.01%	123
2024 Q3	$6.66K	Hold	152	–	–	0.01%	124
2024 Q2	$6.44K	Hold	152	–	–	0.01%	132
2024 Q1	$6.88K	Buy	+152	New	+$6.78K	0.01%	177

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accordant Advisory Group's ROBT Position: Q2 2026 in Review

Accordant Advisory Group held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 151 shares worth $8.5K. The position accounts for 0.01% of the portfolio, ranked #179.

Accordant Advisory Group first reported a position in ROBT in Q1 2024 and has held it in 10 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Accordant Advisory Group held 151 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $8.5K as of Q2 2026.
Accordant Advisory Group left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #179 holding.
Accordant Advisory Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2024 and has held it in 10 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.