AE Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

AE Wealth Management’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 Q2	–	Sell	-980	Closed	-$67.1K	–	2764
2026 Q1	$67.1K	Sell	980 -61	-6%	-$4.48K	﹤0.01%	1899
2025 Q4	$72.2K	Buy	+1,041	New	+$71.2K	﹤0.01%	1775
2023 Q3	–	Sell	-6,011	Closed	-$352K	–	2053
2023 Q2	$352K	Sell	6,011 -46,160	-88%	-$2.54M	﹤0.01%	1545
2023 Q1	$2.85M	Buy	52,171 +12,334	+31%	+$644K	0.02%	680
2022 Q4	$1.85M	Buy	+39,837	New	+$1.82M	0.01%	782
2022 Q2	–	Sell	-6,204	Closed	-$362K	–	1815
2022 Q1	$362K	Buy	6,204 +446	+8%	+$27.1K	﹤0.01%	1352
2021 Q4	$404K	Buy	5,758 +1,959	+52%	+$134K	﹤0.01%	1342
2021 Q3	$245K	Buy	3,799 +129	+4%	+$8.57K	﹤0.01%	1448
2021 Q2	$239K	Sell	3,670 -146	-4%	-$9.35K	﹤0.01%	1432
2021 Q1	$242K	Sell	3,816 -5,519	-59%	-$363K	﹤0.01%	1334
2020 Q4	$568K	Buy	+9,335	New	+$505K	0.01%	914

Other funds holding ROBO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AAS

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

AE Wealth Management's ROBO Position: Q2 2026 in Review

AE Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026, closing a stake of 980 shares — an estimated $67.1K sold.

AE Wealth Management first reported a position in ROBO in Q4 2020 and held it in 11 quarters. The position peaked at $2.85M in Q1 2023. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

AE Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 980 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $67.1K.
AE Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and held it in 11 quarters.
AE Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.85M in Q1 2023.
319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.