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 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

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

Beck Capital Management's ROBO Position: Q1 2026 in Review

Beck Capital Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026, closing a stake of 10,544 shares — an estimated $731K sold.

Beck Capital Management first reported a position in ROBO in Q1 2014 and held it in 7 quarters. The position peaked at $2.09M in Q4 2021. 265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Beck Capital Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q1 2026 after selling out during the quarter.
Beck Capital Management sold 10,544 ROBO Global Robotics & Automation Index ETF shares in Q1 2026, an estimated $731K.
Beck Capital Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2014 and held it in 7 quarters.
Beck Capital Management's ROBO Global Robotics & Automation Index ETF position peaked at $2.09M in Q4 2021.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Beck Capital Management's 13F filing for Q1 2026, filed 15 May 2026.