Berger Financial Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Berger Financial Group’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	$226K	Buy	+3,305	New	+$243K	0.01%	430

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

Berger Financial Group's ROBO Position: Q1 2026 in Review

Berger Financial Group opened a new position in ROBO Global Robotics & Automation Index ETF (ROBO) in Q1 2026: 3,305 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings.

265 funds tracked by Wall St. Rank hold ROBO as of Q1 2026.

Berger Financial Group held 3,305 shares of ROBO Global Robotics & Automation Index ETF worth $226K as of Q1 2026.
ROBO Global Robotics & Automation Index ETF was a new Berger Financial Group position in Q1 2026.
ROBO Global Robotics & Automation Index ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #430 holding.
265 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.