Advisory Services Network’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Advisory Services Network’s Portfolio ROBO Stock Details ROBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Buy	21,113 +9,282	+78%	+$682K	0.02%	774
2025 Q4	$820K	Buy	11,831 +11,215	+1,821%	+$767K	0.01%	977
2025 Q3	$40.4K	Buy	+616	New	+$39K	﹤0.01%	2562
2024 Q1	–	Sell	-2,657	Closed	-$152K	–	3215
2023 Q4	$152K	Buy	+2,657	New	+$136K	﹤0.01%	1422
2023 Q2	–	Sell	-1,804	Closed	-$98.7K	–	3204
2023 Q1	$98.7K	Buy	1,804 +210	+13%	+$11K	﹤0.01%	1656
2022 Q4	$73.8K	Buy	+1,594	New	+$72.7K	﹤0.01%	1766
2021 Q3	–	Sell	-10	Closed	-$1K	–	2855
2021 Q2	$1K	Buy	+10	New	+$641	﹤0.01%	3498
2018 Q2	–	Sell	-160	Closed	-$7K	–	2652
2018 Q1	$7K	Sell	160 -17,983	-99%	-$779K	﹤0.01%	2008
2017 Q4	$750K	Sell	18,143 -582	-3%	-$23.6K	0.07%	371
2017 Q3	$724K	Buy	18,725 +8,286	+79%	+$302K	0.08%	314
2017 Q2	$358K	Buy	+10,439	New	+$352K	0.05%	461

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Advisory Services Network's ROBO Position: Q1 2026 in Review

Advisory Services Network increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 78% in Q1 2026, buying an estimated $682K and bringing the position to 21,113 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #774.

Advisory Services Network first reported a position in ROBO in Q2 2017 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Advisory Services Network held 21,113 shares of ROBO Global Robotics & Automation Index ETF worth $1.44M as of Q1 2026.
Advisory Services Network bought 9,282 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $682K.
ROBO Global Robotics & Automation Index ETF made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #774 holding.
Advisory Services Network first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2017 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.