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Brookwood Investment Group’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Brookwood Investment 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 		$459K Buy
5,364
+709
+15% +$58.2K 0.05% 322
2026
Q1 		$319K Buy
+4,655
New +$342K 0.04% 381
2025
Q4 		– Sell
-29,624
Closed -$1.94M – 561
2025
Q3 		$1.94M Buy
29,624
+10,774
+57% +$681K 0.25% 72
2025
Q2 		$1.13M Buy
18,850
+3,585
+23% +$192K 0.18% 109
2025
Q1 		$786K Buy
+15,265
New +$875K 0.14% 154

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

Brookwood Investment Group's ROBO Position: Q2 2026 in Review

Brookwood Investment Group increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 15% in Q2 2026, buying an estimated $58.2K and bringing the position to 5,364 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #322.

Brookwood Investment Group first reported a position in ROBO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q3 2025. 317 funds tracked by Wall St. Rank hold ROBO as of Q2 2026.

  • Brookwood Investment Group held 5,364 shares of ROBO Global Robotics & Automation Index ETF worth $459K as of Q2 2026.
  • Brookwood Investment Group bought 709 ROBO Global Robotics & Automation Index ETF shares in Q2 2026, an estimated $58.2K.
  • ROBO Global Robotics & Automation Index ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #322 holding.
  • Brookwood Investment Group first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's ROBO Global Robotics & Automation Index ETF position peaked at $1.94M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.