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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
Q2 		$292K Buy
3,405
+100
+3% +$8.21K 0.01% 385
2026
Q1 		$226K Buy
+3,305
New +$243K 0.01% 430

Other funds holding ROBO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
GF
Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Berger Financial Group's ROBO Position: Q2 2026 in Review

Berger Financial Group increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3% in Q2 2026, buying an estimated $8.21K and bringing the position to 3,405 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #385.

Berger Financial Group first reported a position in ROBO in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Berger Financial Group held 3,405 shares of ROBO Global Robotics & Automation Index ETF worth $292K as of Q2 2026.
  • Berger Financial Group bought 100 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $8.21K.
  • ROBO Global Robotics & Automation Index ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #385 holding.
  • Berger Financial Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.