Beck Capital Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Beck Capital 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	$246K	Buy	+2,870	New	+$236K	0.05%	130
2026 Q1	–	Sell	-10,544	Closed	-$731K	–	130
2025 Q4	$731K	Buy	10,544 +419	+4%	+$28.7K	0.17%	89
2025 Q3	$664K	Buy	+10,125	New	+$640K	0.15%	92
2022 Q1	–	Sell	-29,773	Closed	-$2.09M	–	173
2021 Q4	$2.09M	Buy	29,773 +76	+0.3%	+$5.19K	0.65%	63
2021 Q3	$1.91M	Buy	+29,697	New	+$1.97M	0.64%	62
2014 Q4	–	Sell	-14,985	Closed	-$374K	–	159
2014 Q3	$374K	Sell	14,985 -4,155	-22%	-$113K	0.26%	104
2014 Q2	$534K	Sell	19,140 -4,870	-20%	-$129K	0.35%	91
2014 Q1	$662K	Buy	+24,010	New	+$646K	0.51%	73

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

Beck Capital Management's ROBO Position: Q2 2026 in Review

Beck Capital Management opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2026: 2,870 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings. This is a return to the name: Beck Capital Management previously reported a position in ROBO as recently as Q4 2025.

Beck Capital Management first reported a position in ROBO in Q1 2014 and has held it in 8 quarters since. The position peaked at $2.09M in Q4 2021. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Beck Capital Management held 2,870 shares of ROBO Global Robotics & Automation Index ETF worth $246K as of Q2 2026.
ROBO Global Robotics & Automation Index ETF was a new Beck Capital Management position in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up 0.05% of Beck Capital Management's portfolio in Q2 2026, its #130 holding.
Beck Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2014 and has held it in 8 quarters since.
Beck Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.09M in Q4 2021.
320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.