Blue Bell Private Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Blue Bell Private Wealth Management’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	$1.28K	Hold	15	–	–	﹤0.01%	677
2026 Q1	$1.03K	Hold	15	–	–	﹤0.01%	679
2025 Q4	$1.04K	Hold	15	–	–	﹤0.01%	673
2025 Q3	$983	Hold	15	–	–	﹤0.01%	682
2025 Q2	$897	Hold	15	–	–	﹤0.01%	681
2025 Q1	$773	Hold	15	–	–	﹤0.01%	683
2024 Q4	$844	Hold	15	–	–	﹤0.01%	635
2024 Q3	$856	Hold	15	–	–	﹤0.01%	651
2024 Q2	$827	Hold	15	–	–	﹤0.01%	675
2024 Q1	$880	Hold	15	–	–	﹤0.01%	685
2023 Q4	$860	Hold	15	–	–	﹤0.01%	680
2023 Q3	$755	Hold	15	–	–	﹤0.01%	641
2023 Q2	$878	Hold	15	–	–	﹤0.01%	644
2023 Q1	$821	Hold	15	–	–	﹤0.01%	628
2022 Q4	$695	Sell	15 -75	-83%	-$3.42K	﹤0.01%	660
2022 Q3	$4K	Hold	90	–	–	﹤0.01%	520
2022 Q2	$4K	Hold	90	–	–	﹤0.01%	562
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	557
2021 Q4	$6K	Buy	+90	New	+$6.15K	﹤0.01%	505

Other funds holding ROBO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Gray Foundation Cohoes, New York $454M AUM 38.19% 1-Year Est. Return

Blue Bell Private Wealth Management's ROBO Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 15 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Blue Bell Private Wealth Management first reported a position in ROBO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6K in Q4 2021. 319 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Blue Bell Private Wealth Management held 15 shares of ROBO Global Robotics & Automation Index ETF worth $1.28K as of Q2 2026.
Blue Bell Private Wealth Management left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q2 2026.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #677 holding.
Blue Bell Private Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $6K in Q4 2021.
319 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.