Bartlett & Co Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Bartlett & Co Wealth Management’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	$64.9K	Hold	800	–	–	﹤0.01%	635
2025 Q4	$55.4K	Hold	800	–	–	﹤0.01%	647
2025 Q3	$52.4K	Hold	800	–	–	﹤0.01%	665
2025 Q2	$47.8K	Hold	800	–	–	﹤0.01%	661
2025 Q1	$41.2K	Hold	800	–	–	﹤0.01%	686
2024 Q4	$45K	Sell	800 -100	-11%	-$5.68K	﹤0.01%	674
2024 Q3	$51.4K	Hold	900	–	–	﹤0.01%	651
2024 Q2	$49.6K	Hold	900	–	–	﹤0.01%	658
2024 Q1	$52.8K	Buy	900 +800	+800%	+$45.2K	﹤0.01%	655
2023 Q4	$5.77K	Hold	100	–	–	﹤0.01%	1064
2023 Q3	$5.04K	Hold	100	–	–	﹤0.01%	995
2023 Q2	$5.86K	Hold	100	–	–	﹤0.01%	969
2023 Q1	$5.47K	Hold	100	–	–	﹤0.01%	883
2022 Q4	$4.63K	Hold	100	–	–	﹤0.01%	931
2022 Q3	$4.13K	Hold	100	–	–	﹤0.01%	959
2022 Q2	$4.5K	Hold	100	–	–	﹤0.01%	1034
2022 Q1	$5.83K	Buy	+100	New	+$6.09K	﹤0.01%	897
2019 Q1	–	Sell	-3	Closed	-$98	–	756
2018 Q4	$98	Hold	3	–	–	﹤0.01%	681
2018 Q3	$126	Hold	3	–	–	﹤0.01%	690
2018 Q2	$120	Buy	+3	New	+$124	﹤0.01%	693

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

Bartlett & Co Wealth Management's ROBO Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2026 at 800 shares worth $64.9K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Bartlett & Co Wealth Management first reported a position in ROBO in Q2 2018 and has held it in 20 quarters since. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Bartlett & Co Wealth Management held 800 shares of ROBO Global Robotics & Automation Index ETF worth $64.9K as of Q1 2026.
Bartlett & Co Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #635 holding.
Bartlett & Co Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2018 and has held it in 20 quarters since.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.