Bank of Montreal
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Bank of Montreal’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Bank of Montreal’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 		$106K Buy
1,550
+75
+5% +$5.51K ﹤0.01% 3121
2025
Q4 		$102K Buy
+1,475
New +$101K ﹤0.01% 3044
2024
Q4 		– Sell
-7,242
Closed -$415K – 3885
2024
Q3 		$415K Sell
7,242
-20,576
-74% -$1.13M ﹤0.01% 2534
2024
Q2 		$1.57M Buy
27,818
+24,408
+716% +$1.36M ﹤0.01% 1778
2024
Q1 		$201K Sell
3,410
-1,241
-27% -$70.2K ﹤0.01% 3046
2023
Q4 		$269K Sell
4,651
-53,340
-92% -$2.72M ﹤0.01% 2942
2023
Q3 		$3.17M Sell
57,991
-4,230
-7% -$232K ﹤0.01% 1482
2023
Q2 		$3.69M Buy
62,221
+41,602
+202% +$2.29M ﹤0.01% 1484
2023
Q1 		$1.13M Buy
20,619
+16,366
+385% +$854K ﹤0.01% 1977
2022
Q4 		$199K Sell
4,253
-62,743
-94% -$2.86M ﹤0.01% 3166
2022
Q3 		$2.98K Buy
66,996
+8,851
+15% +$419K ﹤0.01% 1621
2022
Q2 		$2.73K Buy
58,145
+53,335
+1,109% +$2.66M ﹤0.01% 1739
2022
Q1 		$289K Buy
4,810
+937
+24% +$57K ﹤0.01% 3212
2021
Q4 		$273K Buy
3,873
+966
+33% +$66K ﹤0.01% 2778
2021
Q3 		$189K Sell
2,907
-71,347
-96% -$4.74M ﹤0.01% 3340
2021
Q2 		$4.88M Buy
74,254
+71,604
+2,702% +$4.59M ﹤0.01% 1627
2021
Q1 		$173K Buy
2,650
+206
+8% +$13.6K ﹤0.01% 3175
2020
Q4 		$160K Sell
2,444
-116
-5% -$6.28K ﹤0.01% 3349
2020
Q3 		$125K Hold
2,560
– – ﹤0.01% 2971
2020
Q2 		$113K Sell
2,560
-116
-4% -$4.61K ﹤0.01% 3033
2020
Q1 		$87K Sell
2,676
-978
-27% -$38.5K ﹤0.01% 2655
2019
Q4 		$153K Sell
3,654
-2,056
-36% -$82.9K ﹤0.01% 3294
2019
Q3 		$218K Sell
5,710
-13,028
-70% -$492K ﹤0.01% 2855
2019
Q2 		$748K Sell
18,738
-81,791
-81% -$3.21M ﹤0.01% 2218
2019
Q1 		$3.89M Sell
100,529
-4,651
-4% -$172K ﹤0.01% 1310
2018
Q4 		$3.42M Sell
105,180
-8,349
-7% -$302K ﹤0.01% 1265
2018
Q3 		$4.75M Sell
113,529
-11,653
-9% -$480K ﹤0.01% 1217
2018
Q2 		$5.01M Buy
125,182
+57,530
+85% +$2.38M ﹤0.01% 1167
2018
Q1 		$2.83M Buy
67,652
+55,925
+477% +$2.42M ﹤0.01% 1403
2017
Q4 		$485K Buy
11,727
+9,454
+416% +$383K ﹤0.01% 2296
2017
Q3 		$88K Buy
2,273
+873
+62% +$31.8K ﹤0.01% 3037
2017
Q2 		$48K Hold
1,400
– – ﹤0.01% 3234
2017
Q1 		$45K Buy
1,400
+1,300
+1,300% +$40.3K ﹤0.01% 3121
2016
Q4 		$3K Hold
100
– – ﹤0.01% 3836
2016
Q3 		$3K Buy
+100
New +$2.67K ﹤0.01% 3805
2015
Q1 		– Sell
-4,000
Closed -$103K – 4167
2014
Q4 		$103K Hold
4,000
– – ﹤0.01% 2768
2014
Q3 		$105K Hold
4,000
– – ﹤0.01% 2796
2014
Q2 		$112K Buy
+4,000
New +$106K ﹤0.01% 2781

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 $445B AUM 25.58% 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 $454M AUM 38.19% 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

Bank of Montreal's ROBO Position: Q1 2026 in Review

Bank of Montreal increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 5.1% in Q1 2026, buying an estimated $5.51K and bringing the position to 1,550 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Bank of Montreal first reported a position in ROBO in Q2 2014 and has held it in 38 quarters since. The position peaked at $5.01M in Q2 2018. 267 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

  • Bank of Montreal held 1,550 shares of ROBO Global Robotics & Automation Index ETF worth $106K as of Q1 2026.
  • Bank of Montreal bought 75 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $5.51K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3121 holding.
  • Bank of Montreal first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2014 and has held it in 38 quarters since.
  • Bank of Montreal's ROBO Global Robotics & Automation Index ETF position peaked at $5.01M in Q2 2018.
  • 267 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.