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Avion Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Avion Wealth’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 		$13K Hold
159
– – ﹤0.01% 520
2026
Q1 		$10K Hold
159
– – ﹤0.01% 506
2025
Q4 		$11K Sell
159
-10
-6% -$684 ﹤0.01% 476
2025
Q3 		$11K Hold
169
– – ﹤0.01% 459
2025
Q2 		$10K Buy
+169
New +$9.05K ﹤0.01% 477

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Avion Wealth's ROBO Position: Q2 2026 in Review

Avion Wealth held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 159 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Avion Wealth first reported a position in ROBO in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Avion Wealth held 159 shares of ROBO Global Robotics & Automation Index ETF worth $13K as of Q2 2026.
  • Avion Wealth left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #520 holding.
  • Avion Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.