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 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

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

AE Wealth Management's ROBO Position: Q1 2026 in Review

AE Wealth Management reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 5.9% in Q1 2026, selling an estimated $4.48K and leaving 980 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

AE Wealth Management first reported a position in ROBO in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.85M in Q1 2023. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

AE Wealth Management held 980 shares of ROBO Global Robotics & Automation Index ETF worth $67.1K as of Q1 2026.
AE Wealth Management sold 61 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $4.48K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1899 holding.
AE Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and has held it in 11 quarters since.
AE Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.85M in Q1 2023.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.