Blue Trust Inc’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Blue Trust Inc’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	$259K	Hold	3,024	–	–	﹤0.01%	703
2026 Q1	$207K	Hold	3,024	–	–	﹤0.01%	759
2025 Q4	$210K	Buy	3,024 +36	+1%	+$2.46K	﹤0.01%	758
2025 Q3	$196K	Hold	2,988	–	–	﹤0.01%	813
2025 Q2	$179K	Hold	2,988	–	–	﹤0.01%	808
2025 Q1	$154K	Hold	2,988	–	–	﹤0.01%	811
2024 Q4	$168K	Hold	2,988	–	–	﹤0.01%	711
2024 Q3	$165K	Hold	2,988	–	–	﹤0.01%	957
2024 Q2	$175K	Hold	2,988	–	–	﹤0.01%	760
2024 Q1	$175K	Hold	2,988	–	–	﹤0.01%	549
2023 Q4	$150K	Sell	2,988 -188	-6%	-$9.6K	﹤0.01%	542
2023 Q3	$186K	Hold	3,176	–	–	﹤0.01%	452
2023 Q2	$174K	Sell	3,176 -35	-1%	-$1.92K	﹤0.01%	383
2023 Q1	$149K	Sell	3,211 -12	-0.4%	-$626	﹤0.01%	642
2022 Q4	$133K	Buy	3,223 +35	+1%	+$1.6K	﹤0.01%	579
2022 Q3	$143K	Hold	3,188	–	–	﹤0.01%	416
2022 Q2	$186K	Buy	+3,188	New	+$159K	﹤0.01%	339

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 Trust Inc's ROBO Position: Q2 2026 in Review

Blue Trust Inc held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q2 2026 at 3,024 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Blue Trust Inc first reported a position in ROBO in Q2 2022 and has held it in 17 quarters since. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

Blue Trust Inc held 3,024 shares of ROBO Global Robotics & Automation Index ETF worth $259K as of Q2 2026.
Blue Trust Inc 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 Trust Inc's portfolio in Q2 2026, its #703 holding.
Blue Trust Inc first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2022 and has held it in 17 quarters since.
317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.