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

AllSquare 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
Q3 		$12.2K Hold
230
– – 0.01% 370
2025
Q2 		$11.1K Hold
230
– – 0.01% 372
2025
Q1 		$9.35K Hold
230
– – 0.01% 384
2024
Q4 		$10.4K Buy
+230
New +$10.4K 0.01% 374

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Wells Fargo
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllSquare Wealth Management's ROBT Position: Q3 2025 in Review

AllSquare Wealth Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q3 2025 at 230 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #370.

AllSquare Wealth Management first reported a position in ROBT in Q4 2024 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold ROBT as of Q3 2025.

  • AllSquare Wealth Management held 230 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $12.2K as of Q3 2025.
  • AllSquare Wealth Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q3 2025.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #370 holding.
  • AllSquare Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.