Bank of Montreal
ROBO icon

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

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

Bank of Montreal's ROBO Position: Q2 2026 in Review

Bank of Montreal increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.4% in Q2 2026, buying an estimated $3.04K and bringing the position to 1,587 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

Bank of Montreal first reported a position in ROBO in Q2 2014 and has held it in 39 quarters since. The position peaked at $5.01M in Q2 2018. 321 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Bank of Montreal held 1,587 shares of ROBO Global Robotics & Automation Index ETF worth $136K as of Q2 2026.
  • Bank of Montreal bought 37 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $3.04K.
  • ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3141 holding.
  • Bank of Montreal first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2014 and has held it in 39 quarters since.
  • Bank of Montreal's ROBO Global Robotics & Automation Index ETF position peaked at $5.01M in Q2 2018.
  • 321 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.