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Allworth Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Allworth Financial’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 		$48.2K Hold
704
– – ﹤0.01% 2357
2025
Q4 		$48.8K Buy
704
+55
+8% +$3.76K ﹤0.01% 2211
2025
Q3 		$42.5K Hold
649
– – ﹤0.01% 2209
2025
Q2 		$38.8K Buy
649
+234
+56% +$12.5K ﹤0.01% 2104
2025
Q1 		$20.8K Buy
415
+14
+3% +$802 ﹤0.01% 2060
2024
Q4 		$24.2K Buy
401
+101
+34% +$5.74K ﹤0.01% 1976
2024
Q3 		$17.1K Hold
300
– – ﹤0.01% 2009
2024
Q2 		$16.8K Sell
300
-218
-42% -$12.2K ﹤0.01% 1986
2024
Q1 		$30.4K Hold
518
– – ﹤0.01% 1532
2023
Q4 		$29.7K Sell
518
-205
-28% -$10.5K ﹤0.01% 1417
2023
Q3 		$36.4K Buy
723
+423
+141% +$23.2K ﹤0.01% 1237
2023
Q2 		$17.6K Hold
300
– – ﹤0.01% 1622
2023
Q1 		$16.4K Hold
300
– – ﹤0.01% 1571
2022
Q4 		$13.9K Buy
+300
New +$13.7K ﹤0.01% 1563
2022
Q1 		– Sell
-41
Closed -$3K – 2343
2021
Q4 		$3K Hold
41
– – ﹤0.01% 1671
2021
Q3 		$3K Hold
41
– – ﹤0.01% 1624
2021
Q2 		$3K Hold
41
– – ﹤0.01% 1328
2021
Q1 		$3K Hold
41
– – ﹤0.01% 1251
2020
Q4 		$2K Hold
41
– – ﹤0.01% 1197
2020
Q3 		$2K Buy
+41
New +$1.92K ﹤0.01% 1020
2019
Q3 		– Sell
-200
Closed -$8K – 1006
2019
Q2 		$8K Buy
+200
New +$7.85K ﹤0.01% 616

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
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
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

Allworth Financial's ROBO Position: Q1 2026 in Review

Allworth Financial held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 704 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Allworth Financial first reported a position in ROBO in Q2 2019 and has held it in 21 quarters since. The position peaked at $48.8K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Allworth Financial held 704 shares of ROBO Global Robotics & Automation Index ETF worth $48.2K as of Q1 2026.
  • Allworth Financial left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2357 holding.
  • Allworth Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2019 and has held it in 21 quarters since.
  • Allworth Financial's ROBO Global Robotics & Automation Index ETF position peaked at $48.8K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.