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Avalon Trust’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Avalon Trust’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 		– Sell
-850
Closed -$58.9K – 478
2025
Q4 		$58.9K Hold
850
– – ﹤0.01% 259
2025
Q3 		$55.7K Buy
+850
New +$53.8K ﹤0.01% 302

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
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
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

Avalon Trust's ROBO Position: Q1 2026 in Review

Avalon Trust sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 850 shares — an estimated $58.9K sold.

Avalon Trust first reported a position in ROBO in Q3 2025 and held it in 2 quarters. The position peaked at $58.9K in Q4 2025. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Avalon Trust reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
  • Avalon Trust sold 850 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $58.9K.
  • Avalon Trust first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2025 and held it in 2 quarters.
  • Avalon Trust's ROBO Global Robotics & Automation Index ETF position peaked at $58.9K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.