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Bernard Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Bernard Wealth 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 		$2.81K Hold
50
– – ﹤0.01% 267
2026
Q1 		$2.31K Hold
50
– – ﹤0.01% 283
2025
Q4 		$2.59K Hold
50
– – ﹤0.01% 272
2025
Q3 		$2.65K Hold
50
– – ﹤0.01% 262
2025
Q2 		$2.42K Hold
50
– – ﹤0.01% 258
2025
Q1 		$2.03K Buy
+50
New +$2.26K ﹤0.01% 306

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bernard Wealth Management's ROBT Position: Q2 2026 in Review

Bernard Wealth Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 50 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Bernard Wealth Management first reported a position in ROBT in Q1 2025 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Bernard Wealth Management held 50 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $2.81K as of Q2 2026.
  • Bernard Wealth Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Bernard Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2025 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.