Atlas Capital Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Atlas Capital Advisors’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 Q1	$38K	Hold	556	–	–	﹤0.01%	690
2025 Q4	$38.5K	Buy	+556	New	+$38K	﹤0.01%	652
2025 Q2	–	Sell	-556	Closed	-$28.6K	–	990
2025 Q1	$28.6K	Buy	+556	New	+$31.9K	﹤0.01%	697
2024 Q4	–	Sell	-556	Closed	-$31.7K	–	964
2024 Q3	$31.7K	Buy	+556	New	+$30.4K	﹤0.01%	633
2024 Q2	–	Sell	-556	Closed	-$32.6K	–	959
2024 Q1	$32.6K	Buy	+556	New	+$31.4K	0.01%	623
2022 Q4	–	Sell	-556	Closed	-$23K	–	948
2022 Q3	$23K	Buy	+556	New	+$26.3K	﹤0.01%	640

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Atlas Capital Advisors's ROBO Position: Q1 2026 in Review

Atlas Capital Advisors held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 556 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Atlas Capital Advisors first reported a position in ROBO in Q3 2022 and has held it in 6 quarters since. The position peaked at $38.5K in Q4 2025. 266 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Atlas Capital Advisors held 556 shares of ROBO Global Robotics & Automation Index ETF worth $38K as of Q1 2026.
Atlas Capital Advisors left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #690 holding.
Atlas Capital Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2022 and has held it in 6 quarters since.
Atlas Capital Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $38.5K in Q4 2025.
266 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.