Anchor Investment Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Anchor 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	$4.28K	Hold	50	–	–	﹤0.01%	1018
2026 Q1	$3.42K	Hold	50	–	–	﹤0.01%	937
2025 Q4	$3.47K	Hold	50	–	–	﹤0.01%	932
2025 Q3	$3.28K	Hold	50	–	–	﹤0.01%	941
2025 Q2	$2.99K	Hold	50	–	–	﹤0.01%	928
2025 Q1	$2.58K	Hold	50	–	–	﹤0.01%	932
2024 Q4	$2.81K	Hold	50	–	–	﹤0.01%	917
2024 Q3	$2.85K	Hold	50	–	–	﹤0.01%	918
2024 Q2	$2.75K	Hold	50	–	–	﹤0.01%	888
2024 Q1	$2.93K	Hold	50	–	–	﹤0.01%	908
2023 Q4	$2.87K	Hold	50	–	–	﹤0.01%	852
2023 Q3	$2.52K	Buy	+50	New	+$2.75K	﹤0.01%	882

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

Anchor Investment Management's ROBO Position: Q2 2026 in Review

Anchor Investment Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 50 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Anchor Investment Management first reported a position in ROBO in Q3 2023 and has held it in 12 quarters since. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Anchor Investment Management held 50 shares of ROBO Global Robotics & Automation Index ETF worth $4.28K as of Q2 2026.
Anchor Investment Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1018 holding.
Anchor Investment Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2023 and has held it in 12 quarters since.
321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.