Baird Financial Group
ROBT icon

Baird Financial Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Baird Financial Group’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
2026
Q2 		$8.94M Sell
158,860
-3,332
-2% -$178K 0.01% 636
2026
Q1 		$7.49M Sell
162,192
-84,200
-34% -$4.29M 0.01% 628
2025
Q4 		$12.8M Sell
246,392
-246
-0.1% -$13.1K 0.02% 477
2025
Q3 		$13M Buy
246,638
+3,683
+2% +$186K 0.02% 478
2025
Q2 		$11.7M Sell
242,955
-41,569
-15% -$1.79M 0.02% 485
2025
Q1 		$11.6M Buy
284,524
+9,762
+4% +$442K 0.02% 482
2024
Q4 		$12.4M Buy
274,762
+18,480
+7% +$839K 0.02% 457
2024
Q3 		$11.2M Buy
256,282
+4,078
+2% +$172K 0.02% 478
2024
Q2 		$10.7M Buy
252,204
+6,805
+3% +$291K 0.02% 461
2024
Q1 		$11.1M Buy
245,399
+3,262
+1% +$146K 0.02% 444
2023
Q4 		$11M Buy
242,137
+237,007
+4,620% +$9.72M 0.03% 434
2023
Q3 		$208K Sell
5,130
-334
-6% -$14.5K ﹤0.01% 1618
2023
Q2 		$250K Sell
5,464
-347
-6% -$14.8K ﹤0.01% 1563
2023
Q1 		$248K Hold
5,811
– – ﹤0.01% 1554
2022
Q4 		$208K Sell
5,811
-671
-10% -$24.3K ﹤0.01% 1594
2022
Q3 		$218K Hold
6,482
– – ﹤0.01% 1576
2022
Q2 		$241K Buy
6,482
+488
+8% +$20K ﹤0.01% 1636
2022
Q1 		$283K Buy
5,994
+359
+6% +$17.3K ﹤0.01% 1637
2021
Q4 		$310K Buy
5,635
+913
+19% +$50.3K ﹤0.01% 1651
2021
Q3 		$253K Buy
+4,722
New +$258K ﹤0.01% 1725

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Baird Financial Group's ROBT Position: Q2 2026 in Review

Baird Financial Group reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 2.1% in Q2 2026, selling an estimated $178K and leaving 158,860 shares worth $8.94M. The position accounts for 0.01% of the portfolio, ranked #636.

Baird Financial Group first reported a position in ROBT in Q3 2021 and has held it in 20 quarters since. The position peaked at $13M in Q3 2025. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Baird Financial Group held 158,860 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $8.94M as of Q2 2026.
  • Baird Financial Group sold 3,332 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $178K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #636 holding.
  • Baird Financial Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2021 and has held it in 20 quarters since.
  • Baird Financial Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $13M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.