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Brown, Lisle/Cummings’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Brown, Lisle/Cummings’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
Q1 		$8.01K Hold
117
– – ﹤0.01% 608
2025
Q4 		$8.11K Hold
117
– – ﹤0.01% 518
2025
Q3 		$7.67K Hold
117
– – ﹤0.01% 531
2025
Q2 		$6.99K Hold
117
– – ﹤0.01% 538
2025
Q1 		$6.03K Hold
117
– – ﹤0.01% 539
2024
Q4 		$6.58K Hold
117
– – ﹤0.01% 522
2024
Q3 		$6.68K Hold
117
– – ﹤0.01% 495
2024
Q2 		$6.45K Hold
117
– – ﹤0.01% 490
2024
Q1 		$6.86K Hold
117
– – ﹤0.01% 467
2023
Q4 		$6.7K Buy
+117
New +$5.97K ﹤0.01% 472

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return