Beacon Pointe Advisors’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Beacon Pointe Advisors’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 Q2	$2.75M	Sell	32,069 -727	-2%	-$59.7K	0.01%	668
2026 Q1	$2.24M	Buy	+32,796	New	+$2.41M	0.01%	691
2025 Q4	–	Sell	-5,102	Closed	-$334K	–	1556
2025 Q3	$334K	Sell	5,102 -34,934	-87%	-$2.21M	﹤0.01%	1143
2025 Q2	$2.39M	Sell	40,036 -2,700	-6%	-$145K	0.03%	456
2025 Q1	$2.2M	Sell	42,736 -2,656	-6%	-$152K	0.02%	439
2024 Q4	$2.55M	Sell	45,392 -770	-2%	-$43.8K	0.03%	405
2024 Q3	$2.63M	Sell	46,162 -1,092	-2%	-$59.7K	0.03%	415
2024 Q2	$2.6M	Sell	47,254 -2,277	-5%	-$127K	0.03%	427
2024 Q1	$2.9M	Sell	49,531 -1,615	-3%	-$91.3K	0.03%	412
2023 Q4	$2.93M	Sell	51,146 -2,826	-5%	-$144K	0.04%	400
2023 Q3	$2.72M	Sell	53,972 -3,090	-5%	-$170K	0.03%	401
2023 Q2	$3.34M	Sell	57,062 -1,049	-2%	-$57.7K	0.05%	289
2023 Q1	$3.18M	Sell	58,111 -6,776	-10%	-$354K	0.05%	294
2022 Q4	$3.01M	Buy	+64,887	New	+$2.96M	0.06%	281

Other funds holding ROBO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Beacon Pointe Advisors's ROBO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.2% in Q2 2026, selling an estimated $59.7K and leaving 32,069 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #668.

Beacon Pointe Advisors first reported a position in ROBO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.34M in Q2 2023. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Beacon Pointe Advisors held 32,069 shares of ROBO Global Robotics & Automation Index ETF worth $2.75M as of Q2 2026.
Beacon Pointe Advisors sold 727 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $59.7K.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #668 holding.
Beacon Pointe Advisors first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Pointe Advisors's ROBO Global Robotics & Automation Index ETF position peaked at $3.34M in Q2 2023.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.