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Annex Advisory Services’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Annex Advisory Services’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 		$34.3M Sell
399,979
-341,123
-46% -$28M 0.58% 52
2026
Q1 		$50.7M Buy
+741,102
New +$54.4M 0.95% 32

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Annex Advisory Services's ROBO Position: Q2 2026 in Review

Annex Advisory Services reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 46% in Q2 2026, selling an estimated $28M and leaving 399,979 shares worth $34.3M. The position accounts for 0.58% of the portfolio, ranked #52.

Annex Advisory Services first reported a position in ROBO in Q1 2026 and has held it in 2 quarters since. The position peaked at $50.7M in Q1 2026. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Annex Advisory Services held 399,979 shares of ROBO Global Robotics & Automation Index ETF worth $34.3M as of Q2 2026.
  • Annex Advisory Services sold 341,123 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $28M.
  • ROBO Global Robotics & Automation Index ETF made up 0.58% of Annex Advisory Services's portfolio in Q2 2026, its #52 holding.
  • Annex Advisory Services first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Annex Advisory Services's ROBO Global Robotics & Automation Index ETF position peaked at $50.7M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.