Belpointe Asset Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Belpointe Asset Management’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77M	Sell	31,541 -1,341	-4%	-$71.5K	0.06%	310
2026 Q1	$1.52M	Sell	32,882 -412	-1%	-$21K	0.06%	309
2025 Q4	$1.73M	Hold	33,294	–	–	0.06%	256
2025 Q3	$1.76M	Sell	33,294 -746	-2%	-$37.7K	0.07%	249
2025 Q2	$1.64M	Hold	34,040	–	–	0.07%	235
2025 Q1	$1.38M	Sell	34,040 -1,480	-4%	-$67K	0.07%	263
2024 Q4	$1.53M	Hold	35,520	–	–	0.09%	217
2024 Q3	$1.56M	Sell	35,520 -646	-2%	-$27.2K	0.09%	217
2024 Q2	$1.53M	Buy	36,166 +6,888	+24%	+$295K	0.11%	187
2024 Q1	$1.32M	Buy	29,278 +13,925	+91%	+$621K	0.1%	200
2023 Q4	$699K	Buy	+15,353	New	+$630K	0.06%	285
2023 Q2	–	Sell	-53,560	Closed	-$2.28M	–	2774
2023 Q1	$2.28M	Sell	53,560 -2,470	-4%	-$99.8K	0.12%	169
2022 Q4	$2M	Buy	56,030 +24,864	+80%	+$899K	0.12%	171
2022 Q3	$1.05M	Buy	+31,166	New	+$1.21M	0.07%	283

Other funds holding ROBT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Belpointe Asset Management's ROBT Position: Q2 2026 in Review

Belpointe Asset Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 4.1% in Q2 2026, selling an estimated $71.5K and leaving 31,541 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #310.

Belpointe Asset Management first reported a position in ROBT in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.28M in Q1 2023. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Belpointe Asset Management held 31,541 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.77M as of Q2 2026.
Belpointe Asset Management sold 1,341 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $71.5K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #310 holding.
Belpointe Asset Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2022 and has held it in 14 quarters since.
Belpointe Asset Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2.28M in Q1 2023.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.