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
2018
Q3 		– Sell
-18,800
Closed -$752K – 4866
2018
Q2 		$752K Buy
18,800
+8,800
+88% +$364K ﹤0.01% 2140
2018
Q1 		$418K Buy
+10,000
New +$433K ﹤0.01% 2290

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.