AssetMark Inc’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

AssetMark Inc’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	$40.7K	Buy	475 +400	+533%	+$32.9K	﹤0.01%	1914
2026 Q1	$5.13K	Hold	75	–	–	﹤0.01%	2557
2025 Q4	$5.2K	Buy	75 +1	+1%	+$68	﹤0.01%	2458
2025 Q3	$4.85K	Hold	74	–	–	﹤0.01%	2352
2025 Q2	$4.42K	Buy	+74	New	+$3.96K	﹤0.01%	2170
2024 Q3	–	Sell	-2	Closed	-$110	–	2341
2024 Q2	$110	Buy	+2	New	+$112	﹤0.01%	2034
2015 Q1	–	Sell	-200	Closed	-$5K	–	501
2014 Q4	$5K	Buy	+200	New	+$5.14K	﹤0.01%	455

Other funds holding ROBO

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

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

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 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

AssetMark Inc's ROBO Position: Q2 2026 in Review

AssetMark Inc increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 533% in Q2 2026, buying an estimated $32.9K and bringing the position to 475 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

AssetMark Inc first reported a position in ROBO in Q4 2014 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

AssetMark Inc held 475 shares of ROBO Global Robotics & Automation Index ETF worth $40.7K as of Q2 2026.
AssetMark Inc bought 400 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $32.9K.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1914 holding.
AssetMark Inc first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2014 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.