Beaird Harris Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Beaird Harris 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 Q2	$264K	Buy	+3,084	New	+$253K	0.02%	123

Other funds holding ROBO

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return