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

Accredited 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
2025
Q2 		– Sell
-185
Closed -$7.52K – 399
2025
Q1 		$7.52K Sell
185
-3,160
-94% -$143K 0.01% 267
2024
Q4 		$151K Buy
+3,345
New +$152K 0.13% 78

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accredited Wealth Management's ROBT Position: Q2 2025 in Review

Accredited Wealth Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2025, closing a stake of 185 shares — an estimated $7.52K sold.

Accredited Wealth Management first reported a position in ROBT in Q4 2024 and held it in 2 quarters. The position peaked at $151K in Q4 2024. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

  • Accredited Wealth Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 185 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $7.52K.
  • Accredited Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $151K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.