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BIP Wealth’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

BIP Wealth’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 		$4.22M Buy
49,257
+1,085
+2% +$89.1K 0.12% 130
2026
Q1 		$3.3M Buy
48,172
+2,841
+6% +$209K 0.13% 101
2025
Q4 		$3.14M Buy
+45,331
New +$3.1M 0.11% 114

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

BIP Wealth's ROBO Position: Q2 2026 in Review

BIP Wealth increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 2.3% in Q2 2026, buying an estimated $89.1K and bringing the position to 49,257 shares worth $4.22M. The position accounts for 0.12% of the portfolio, ranked #130.

BIP Wealth first reported a position in ROBO in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • BIP Wealth held 49,257 shares of ROBO Global Robotics & Automation Index ETF worth $4.22M as of Q2 2026.
  • BIP Wealth bought 1,085 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $89.1K.
  • ROBO Global Robotics & Automation Index ETF made up 0.12% of BIP Wealth's portfolio in Q2 2026, its #130 holding.
  • BIP Wealth first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.