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American Institute for Advanced Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

American Institute for Advanced Investment 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 		$276K Buy
3,217
+145
+5% +$11.9K 0.16% 138
2026
Q1 		$210K Buy
3,072
+149
+5% +$10.9K 0.14% 149
2025
Q4 		$204K Sell
2,923
-140
-5% -$9.57K 0.13% 148
2025
Q3 		$201K Buy
+3,063
New +$194K 0.13% 142
2025
Q2 		– Sell
-4,198
Closed -$216K – 153
2025
Q1 		$216K Buy
+4,198
New +$241K 0.17% 132
2024
Q4 		– Sell
-5,773
Closed -$329K – 140
2024
Q3 		$329K Sell
5,773
-4,524
-44% -$247K 0.24% 104
2024
Q2 		$567K Buy
10,297
+1,075
+12% +$59.9K 0.43% 67
2024
Q1 		$541K Buy
9,222
+1,500
+19% +$84.8K 0.43% 68
2023
Q4 		$442K Sell
7,722
-301
-4% -$15.4K 0.39% 70
2023
Q3 		$476K Sell
8,023
-633
-7% -$34.8K 0.44% 67
2023
Q2 		$507K Buy
8,656
+900
+12% +$49.5K 0.44% 64
2023
Q1 		$338K Sell
7,756
-1,701
-18% -$88.7K 0.36% 74
2022
Q4 		$438K Sell
9,457
-4,807
-34% -$219K 0.4% 66
2022
Q3 		$590K Sell
14,264
-100
-0.7% -$4.73K 0.55% 53
2022
Q2 		$646K Sell
14,364
-660
-4% -$33K 0.57% 51
2022
Q1 		$876K Buy
15,024
+335
+2% +$20.4K 0.64% 50
2021
Q4 		$1.03M Sell
14,689
-100
-0.7% -$6.83K 0.69% 44
2021
Q3 		$953K Sell
14,789
-467
-3% -$31K 0.68% 46
2021
Q2 		$995K Buy
15,256
+125
+0.8% +$8.01K 0.7% 47
2021
Q1 		$961K Buy
15,131
+98
+0.7% +$6.45K 0.73% 44
2020
Q4 		$915K Buy
15,033
+466
+3% +$25.2K 0.74% 44
2020
Q3 		$701K Sell
14,567
-1,520
-9% -$71.1K 0.63% 47
2020
Q2 		$700K Sell
16,087
-300
-2% -$11.9K 0.66% 48
2020
Q1 		$550K Sell
16,387
-115
-0.7% -$4.53K 0.6% 52
2019
Q4 		$693K Buy
+16,502
New +$665K 0.67% 47

Other funds holding ROBO

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

American Institute for Advanced Investment Management's ROBO Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 4.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,217 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #138.

American Institute for Advanced Investment Management first reported a position in ROBO in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.03M in Q4 2021. 190 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • American Institute for Advanced Investment Management held 3,217 shares of ROBO Global Robotics & Automation Index ETF worth $276K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 145 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $11.9K.
  • ROBO Global Robotics & Automation Index ETF made up 0.16% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #138 holding.
  • American Institute for Advanced Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2019 and has held it in 25 quarters since.
  • American Institute for Advanced Investment Management's ROBO Global Robotics & Automation Index ETF position peaked at $1.03M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.