AssetMark Inc
ROBT icon

AssetMark Inc’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

AssetMark Inc’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-413
Closed -$16.8K – 3105
2025
Q1 		$16.8K Sell
413
-88
-18% -$3.98K ﹤0.01% 1742
2024
Q4 		$22.6K Sell
501
-270
-35% -$12.3K ﹤0.01% 1623
2024
Q3 		$33.8K Sell
771
-27,808
-97% -$1.17M ﹤0.01% 1382
2024
Q2 		$1.21M Buy
28,579
+3,077
+12% +$132K ﹤0.01% 727
2024
Q1 		$1.15M Buy
25,502
+5,345
+27% +$239K ﹤0.01% 693
2023
Q4 		$918K Buy
20,157
+12,070
+149% +$495K ﹤0.01% 697
2023
Q3 		$328K Buy
+8,087
New +$352K ﹤0.01% 806

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc's ROBT Position: Q2 2025 in Review

AssetMark Inc sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2025, closing a stake of 413 shares — an estimated $16.8K sold.

AssetMark Inc first reported a position in ROBT in Q3 2023 and held it in 7 quarters. The position peaked at $1.21M in Q2 2024. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

  • AssetMark Inc reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 413 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $16.8K.
  • AssetMark Inc first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 7 quarters.
  • AssetMark Inc's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.21M in Q2 2024.
  • 150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.